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Jason Heath

Jason Heath

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Should you sell stocks you inherit?

Ask a Planner By Jason Heath, CFP on September 9, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on September 9, 2025 Estimated...

10.09.2025 4

MoneySense

Jason Heath

Insurance for self-employed Canadians: What coverage do you need?

Ask a Planner By Jason Heath, CFP on September 4, 2025 Estimated reading time: 8 minutes By Jason Heath, CFP on September 4, 2025 Estimated...

06.09.2025 10

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Jason Heath

How to withdraw RESP funds

Ask a Planner By Jason Heath, CFP on August 25, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on August 25, 2025 Estimated reading...

26.08.2025 2

MoneySense

Jason Heath

Can you move income back and forth between spouses?

Ask a Planner By Jason Heath, CFP on August 18, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on August 18, 2025 Estimated reading...

20.08.2025 10

MoneySense

Jason Heath

Should you sell stocks to simplify with an all-in-one ETF?

Ask a Planner By Jason Heath, CFP on August 11, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on August 11, 2025 Estimated reading...

13.08.2025 10

MoneySense

Jason Heath

What’s better for buying a second home: HELOC or personal loan? 

Ask a Planner By Jason Heath, CFP on August 7, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on August 7, 2025 Estimated reading...

09.08.2025 8

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Jason Heath

4 underused tax and financial benefits Canadians are overlooking

Ask a Planner By Jason Heath, CFP on July 29, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on July 29, 2025 Estimated reading...

30.07.2025 40

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Jason Heath

How to handle a stock with a huge capital gain

Ask a Planner By Jason Heath, CFP on July 22, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on July 22, 2025 Estimated reading...

23.07.2025 6

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Jason Heath

How can couples avoid capital gains tax on property in Canada?

Ask a Planner By Jason Heath, CFP on July 14, 2025 Estimated reading time: 7 minutes By Jason Heath, CFP on July 14, 2025 Estimated reading...

15.07.2025 30

MoneySense

Jason Heath

Tax implications of giving your spouse money to invest

Ask a Planner By Jason Heath, CFP on July 7, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on July 7, 2025 Estimated reading time:...

08.07.2025 5

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Jason Heath

How is investment income taxed in Canada?

Ask a Planner By Jason Heath, CFP on July 2, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on July 2, 2025 Estimated reading time:...

04.07.2025 4

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Jason Heath

How much of a pension does a survivor receive?

Ask a Planner By Jason Heath, CFP on June 25, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on June 25, 2025 Estimated reading...

27.06.2025 40

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Jason Heath

RRIF and LIF withdrawal rates: Everything you need to know

Retirement By Jason Heath, CFP on June 23, 2025 Estimated reading time: 8 minutes By Jason Heath, CFP on June 23, 2025 Estimated reading time: 8...

24.06.2025 20

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Jason Heath

How to manage your tax withholding in retirement

Ask a Planner By Jason Heath, CFP on June 17, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on June 17, 2025 Estimated reading...

18.06.2025 9

MoneySense

Jason Heath

When do CPP and OAS pension payment increases happen around your birthday?

Ask a Planner By Jason Heath, CFP on June 9, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on June 9, 2025 Estimated reading time:...

10.06.2025 20

MoneySense

Jason Heath

Planning to use your home equity in retirement

Ask a Planner By Jason Heath, CFP on June 2, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on June 2, 2025 Estimated reading time:...

04.06.2025 10

MoneySense

Jason Heath

What to do if your pre-construction condo has dropped in value

Ask a Planner By Jason Heath, CFP on May 26, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on May 26, 2025 Estimated reading time:...

27.05.2025 10

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Jason Heath

How does a U.S.-dollar TFSA work?

Ask a Planner By Jason Heath, CFP on May 20, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on May 20, 2025 Estimated reading time:...

22.05.2025 4

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Jason Heath

Is real estate the best investment for a Canadian retiree?

Ask a Planner By Jason Heath, CFP on May 12, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on May 12, 2025 Estimated reading time:...

14.05.2025 6

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Jason Heath

What to do when you have insufficient or unused RESP funds

Ask a Planner By Jason Heath, CFP on May 12, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on May 12, 2025 Estimated reading time:...

14.05.2025 5

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Jason Heath

Should you pay off student debt before investing?

Columns By Jason Heath, CFP on May 12, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on May 12, 2025 Estimated reading time: 5...

14.05.2025 550

MoneySense

Jason Heath

How the Liberals’ re-election impacts RRIFs, taxes and more

Ask a Planner By Jason Heath, CFP on May 5, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on May 5, 2025 Estimated reading time: 5...

07.05.2025 20

MoneySense

Jason Heath

How to avoid RRSP overcontributions when you have a deferred profit sharing plan

Ask a Planner By Jason Heath, CFP on April 28, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on April 28, 2025 Estimated reading...

30.04.2025 4

MoneySense

Jason Heath

Can you make RRSP contributions after age 71?

Ask a Planner By Jason Heath, CFP on April 21, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on April 21, 2025 Estimated reading...

22.04.2025 10

MoneySense

Jason Heath

2024 tax-filing extensions: What you need to know

Ask a Planner By Jason Heath, CFP on April 14, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on April 14, 2025 Estimated reading...

16.04.2025 9

MoneySense

Jason Heath

Should you set up a corporation with friends to invest?

Ask a Planner By Jason Heath, CFP on April 7, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on April 7, 2025 Estimated reading...

08.04.2025 4

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Jason Heath

Revising the fair market value of a property for tax purposes

Ask a Planner By Jason Heath, CFP on March 31, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on March 31, 2025 Estimated reading...

01.04.2025 10

MoneySense

Jason Heath

Financial fraud in Canada: What to do if your bank account or credit card is compromised

Ask MoneySense By Jason Heath, CFP on March 27, 2025 Estimated reading time: 5 minutes Presented By Equifax By Jason Heath, CFP on March 27, 2025...

29.03.2025 20

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Jason Heath

How to reduce capital gains tax with RRSP contributions

Ask a Planner By Jason Heath, CFP on March 24, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on March 24, 2025 Estimated reading...

26.03.2025 5

MoneySense

Jason Heath

Who pays tax on cash gifts in Canada?

Ask a Planner By Jason Heath, CFP on March 18, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on March 18, 2025 Estimated reading...

20.03.2025 7

MoneySense

Jason Heath

Can you decline or step down as power of attorney in Canada?

Ask a Planner By Jason Heath, CFP on March 10, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on March 10, 2025 Estimated reading...

11.03.2025 6

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Jason Heath

How RRIF withdrawals work when you have multiple registered accounts

Ask a Planner By Jason Heath, CFP on March 3, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on March 3, 2025 Estimated reading...

05.03.2025 10

MoneySense

Jason Heath

Tax and estate planning for joint accounts

Columns By Jason Heath, CFP on February 24, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on February 24, 2025 Estimated reading...

26.02.2025 20

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Jason Heath

How to reduce foreign exchange costs using Norbert’s Gambit

Ask a Planner By Jason Heath, CFP on February 19, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on February 19, 2025 Estimated...

20.02.2025 10

MoneySense

Jason Heath

How to use FHSA and RRSP withdrawals for a home down payment in Canada

Ask a Planner By Jason Heath, CFP on February 10, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on February 10, 2025 Estimated...

12.02.2025 20

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Jason Heath

What Canada’s deferred capital gains tax change means for your taxes

Ask a Planner By Jason Heath, CFP on February 3, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on February 3, 2025 Estimated...

05.02.2025 10

MoneySense

Jason Heath

CPP for non-residents of Canada: How to apply, report pension income and more

Ask a Planner By Jason Heath, CFP on January 28, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on January 28, 2025 Estimated...

29.01.2025 6

MoneySense

Jason Heath

Can seniors claim home renos on a tax return? If so, which ones?

Ask a Planner By Jason Heath, CFP on January 20, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on January 20, 2025 Estimated...

22.01.2025 5

MoneySense

Jason Heath

Invest or pay off debt: A comprehensive guide for Canadians

Investing By Jason Heath, CFP on January 15, 2025 Estimated reading time: 11 minutes By Jason Heath, CFP on January 15, 2025 Estimated reading...

16.01.2025 5

MoneySense

Jason Heath

How is a non-registered account taxed upon death?

Ask a Planner By Jason Heath, CFP on January 13, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on January 13, 2025 Estimated...

15.01.2025 20

MoneySense

Jason Heath

How does a spouse’s death impact your TFSA contribution room?

Ask a Planner By Jason Heath, CFP on January 6, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on January 6, 2025 Estimated reading...

07.01.2025 20

MoneySense

Jason Heath

Can you move your investments from Canada to the U.S.?

Ask a Planner By Jason Heath, CFP on December 30, 2024 Estimated reading time: 4 minutes By Jason Heath, CFP on December 30, 2024 Estimated reading...

31.12.2024 8

MoneySense

Jason Heath

Can Canadian investors save tax when a stock’s company goes bankrupt?

Ask a Planner By Jason Heath, CFP on December 23, 2024 Estimated reading time: 6 minutes By Jason Heath, CFP on December 23, 2024 Estimated reading...

24.12.2024 6

MoneySense

Jason Heath

Is transferring your principal residence to your corporation a good idea?

Ask MoneySense By Jason Heath, CFP on December 16, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on December 16, 2024 Estimated...

17.12.2024 6

MoneySense

Jason Heath

RBC’s discount broker launches international trading—what to know before you invest

Ask a Planner By Jason Heath, CFP on December 9, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on December 9, 2024 Estimated reading...

11.12.2024 9

MoneySense

Jason Heath

What are the tax implications if you resell Taylor Swift tickets?

Ask a Planner By Jason Heath, CFP on December 2, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on December 2, 2024 Estimated reading...

03.12.2024 7

MoneySense

Jason Heath

Should you take extra RRIF withdrawals to increase your estate?

Ask a Planner By Jason Heath, CFP on November 25, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on November 25, 2024 Estimated reading...

25.11.2024 6

MoneySense

Jason Heath

Estate planning for singles—is a trust company the answer?

Ask a Planner By Jason Heath, CFP on November 18, 2024 Estimated reading time: 5 minutes By Jason Heath, CFP on November 18, 2024 Estimated reading...

18.11.2024 30

MoneySense

Jason Heath

What to know as Canada’s capital gains tax changes remain in legal limbo

Ask a Planner By Jason Heath, CFP on November 11, 2024 Estimated reading time: 3 minutes By Jason Heath, CFP on November 11, 2024 Estimated reading...

11.11.2024 10

MoneySense

Jason Heath

How to report foreign income in Canada

Ask a Planner By Jason Heath, CFP on November 4, 2024 Estimated reading time: 6 minutes By Jason Heath, CFP on November 4, 2024 Estimated reading...

04.11.2024 4

MoneySense

Jason Heath