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One way to profit from the debt crisis — save more money
Special to Financial Post | Oct 21, 2011 By Jason Heath In 1971, Richard Nixon unilaterally ended the direct conversion of U.S. dollars to gold bullion. This gave more flexibility to the world’s largest economy to expand the supply of U.S. dollars and therefore, U.S. debt, meaning the U.S. dollar…
Read MoreHow fee-only financial planners can help take the emotion out of DIY investing
Posted by Jonathan Chevreau on Friday, October 14, 2011 | www.findependenceday.com Unlike the United States, where fee-only financial planners are ubiquitous (See NAPFA’s site here), they are a rare breed in Canada. In fact, according to one of them, Jason Heath of Markham-based EES Financial, there are only about 150 true fee-only financial planners in…
Read MoreAm I on track to retire mortgage-free?
From MoneySense Magazine, September/October 2011 According to Jason Heath, a fee-for-service adviser with E.E.S. Financial Services in Markham, Ont., the Hollands will be able to meet their goal. In fact, if the family does indeed get a 4% annual wage increase, and they apply all of the extra money (after…
Read MoreAm I on track…to retire mortgage free?
By Julie Cazzin | From MoneySense Magazine | September/October 2011 According to Jason Heath, a fee-for-service adviser with E.E.S. Financial Services in Markham, Ont., the Hollands will be able to meet their goal. In fact, if the family does indeed get a 4% annual wage increase, and they apply all of the extra money…
Read MoreWhere to invest $500,000
By David Aston | From MoneySense Magazine | September/October 2011 With this much capital, a complete review of your options is required Real, personal money management If you want to turn over day-to-day management of your money to well-qualified professionals providing a high level of personal service at reasonable fees, a private investment counsel…
Read MoreThe costs of financial advice
Special to Financial Post | Jul 15, 2011 By Jason Heath Two recent studies provide some shocking insights into financial advice, fees and fiduciary standards. A Cerulli Associates survey found that about one-third of investors don’t know how their financial advisor gets paid. A second J.D. Power and Associates…
Read MoreReal estate: A ‘secret’ tax shelter
Special to Financial Post | Apr 6, 2011 By Jason Heath TFSAs have been a welcome addition to the tax shelter landscape in Canada, but they leave something to be desired for those with substantial assets and maxed out RRSP and TFSA room. Film limited partnerships have disappeared, charitable donation…
Read MoreSpend: Stop renting and start renovating
Written by Lisa Grainger | http://www.lawandstyle.ca | Published December 9, 2010 Precedent asked certified financial planner Jason Heath of E.E.S. Financial Services in Markham, Ontario, to look at the couple’s needs and numbers. “Using rough numbers, I figure you guys could be approved for an $800,000 mortgage quite easily,” Heath tells…
Read MoreTiming the ‘sweet spot’ for a cottage
DIANNE MALEY | Globe and Mail | Published Friday, Aug. 20, 2010 We asked Jason Heath, a consultant and financial planner at E.E.S. Financial Services Ltd. in Markham, Ont., to look at the couple’s situation. E.E.S. is a fee-only financial planning firm that does not sell investment products. What the expert says…
Read MoreBalancing baby and a house
DIANNE MALEY | Globe and Mail | Published Friday, Jun. 18, 2010 We asked Jason Heath, a financial planner with E.E.S. Financial Services Ltd. in Markham, Ont., to look at this young couple’s situation. What the Expert Says Gretchen and Bram are saving about $675 a month outside of their company savings and…
Read MoreStarting over and fast-tracking plans
DIANNE MALEY | Globe and Mail | Published Friday, Mar. 05, 2010 We asked Jason Heath, a consultant with E.E.S. Financial Services Ltd. in Markham, Ont., to look at Norm and Nancy’s situation. What the Expert Says Mr. Heath says Norm and Nancy can retire according to plan when he is 60 and…
Read MoreA stash for cash, or investment vehicle?
JOHN HEINZL | Globe and Mail | Published Friday, Dec. 11, 2009 Despite their many benefits, TFSAs aren’t appropriate for everyone. Jason Heath, a certified financial planner with EES Financial Services in Markham, Ont., says people with credit card and other consumer debts should pay off their balances before they think about opening…
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