Posts by Jason Heath

JOHN HEINZL | Globe & Mail | Published Wednesday, Nov. 18, 2009 “You really have to do your due diligence and make sure you’re getting somebody who can steer you down the path that’s best for you, not the path that their firm thinks is best for maximizing their revenue,” says Jason Heath, a certified financial planner with…

Dana Lacey, Financial Post Magazine September 8, 2009 Jason Heath, a CFP for EES Financial Services in Markham, Ont., offers a longer-term perspective. He says that, while Holmes could afford to live in the house, her finances might be too tight. He suggests she eventually — but not just yet — consider buying a cheaper house.…

Published on Financialpost.com One of his employees is 29-year old consultant Jason Heath, who joined the firm’s Markham office after a stint with a bank. He describes the E.E.S. fee-only model as “a unique concept in financial planning. None of us hold any investment or insurance licences. It’s a prerequisite so there are literally no…

Dana Lacey, Financial Post Business · Nov. 6, 2007 The pressures of being self-employed while raising two children is getting to the Youngs. How can they ensure their family has enough money for the future? WHAT THE EXPERTS SAY The Youngs’ anxieties about their future are well-founded, according to Jason Heath, CFP, a consultant for E.E.S.…