by Jason Heath | Jul 2, 2020 | Jason Heath, MoneySense Magazine, News
The article “Triggering Losses By Transferring Investments To A TFSA” was originally published on MoneySense on July 2, 2020. Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial loss rule.” Q. I just...
by Jason Heath | Jun 24, 2020 | Jason Heath, MoneySense Magazine, News
The article “What To Consider When Naming Investment Account Beneficiaries” was originally published on MoneySense on July 24, 2020. Whom you name as your account beneficiary—and whether you name one—can have tax and estate implications. Here’s what you...
by Jason Heath | Jun 16, 2020 | Jason Heath, MoneySense Magazine, News
The article “RESP Advice For Canadian Citizens Living In The U.S.” was originally published on MoneySense on June 16, 2020. Sohail has become a non-resident of Canada, but still has a RESP account he is contributing to each month. He wants to know how to...
by Jason Heath | Jun 11, 2020 | Financial Post, Jason Heath, News
The article “Here’s What You Need To Consider Before Taking An Early Retirement Package” was original published on Financial Post on June 11, 2020. Four key things to think about before and after signing on the dotted line The pandemic...
by Jason Heath | Jun 10, 2020 | Jason Heath, MoneySense Magazine, News
The article “Borrowing Money To Invest” was originally published on MoneySense on June 10, 2020. Should you open a margin account with your broker, or opt for an RRSP loan? And what are the potential tax benefits and risks? There are different ways...
