Objective Financial Partners Blog

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One way to profit from the debt crisis — save more money

By Jason Heath - October 21, 2011

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…

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How fee-only financial planners can help take the emotion out of DIY investing

By Jason Heath - October 14, 2011

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…

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Am I on track to retire mortgage-free?

By Jason Heath - September 30, 2011

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…

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Am I on track…to retire mortgage free?

By Jason Heath - September 24, 2011

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…

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Where to invest $500,000

By Jason Heath - September 24, 2011

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…

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The costs of financial advice

By Jason Heath - July 15, 2011

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…

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Real estate: A ‘secret’ tax shelter

By Jason Heath - April 6, 2011

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…

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Spend: Stop renting and start renovating

By Jason Heath - December 9, 2010

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…

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Timing the ‘sweet spot’ for a cottage

By Jason Heath - August 20, 2010

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…

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Balancing baby and a house

By Jason Heath - June 18, 2010

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…

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Starting over and fast-tracking plans

By Jason Heath - May 5, 2010

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…

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A stash for cash, or investment vehicle?

By Jason Heath - December 11, 2009

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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