We’re excited to share Build Wealth Canada’s podcast episode featuring our own financial planning expert, Jason Heath. In this episode, Jason breaks down the complexities of determining your financial independence number and lays out effective, sustainable...
The article “These are the biggest myths in personal finance — and they’ll cost you if followed blindly” was originally published in Financial Post on May 26, 2023. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. Jason Heath: Beware of financial advice that is...
The article “Ottawa is offering a 25-year, high-interest GIC: It’s called the Canada Pension Plan” was originally published in Financial Post on April 7, 2023. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. Decision on when to apply for CPP becomes clearer when...
The article “Is now the time for retirees to sell stocks and buy GICs?” was originally published in MoneySense on March 3, 2023 . Photo by Mikhail Nilov from Pexels. Many people near or in retirement are worried about stock market volatility. Does it really make...
The article “Triggering losses by transferring investments to a TFSA” was originally published in MoneySense on March 1, 2023 . Photo by Jonas Leupe on Unsplash. Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial...
