Objective Financial Partners Blog

Should This DIY Investor Go All In On This International ETF?

By Jason Heath - May 29, 2023

The article “Should this DIY investor go all in on this international ETF?” was originally published in MoneySense on May 29, 2023. Photo by Ketut Subiyanto from Pexels. You can exclusively hold international ETFs in any Canadian account, without paying a penalty. But there are taxes and diversification to consider,…

These Are The Biggest Myths In Personal Finance — And They’ll Cost You If Followed Blindly

By Jason Heath - May 26, 2023

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 by Kubra Cavus from Getty Images. Jason Heath: Beware of financial advice that is biased or even outright wrong There…

Do Non-Residents Pay Tax On CPP? What If You Live In The U.S.?

By Jason Heath - May 23, 2023

The article “Do non-residents pay tax on CPP? What if you live in the U.S.?” was originally published in MoneySense on May 23, 2023. Photo by Mike Jones from Pexels. Withholding tax is generally the only Canadian tax a non-resident pays for their CPP pension, and the tax burden is…

Should You Transfer Your DC Pension Plan To A Discount Brokerage?

By Jason Heath - May 8, 2023

The article “Should you transfer your DC pension plan to a discount brokerage?” was originally published in MoneySense on May 8, 2023. Photo by Ono Kosuki from Pexels. Can you transfer funds out of your registered pension plan (RPP) and invest them yourself to reduce investment fees? Find out. ”…

FP Answers: What should an investor do if they own a lot of shares in one company?

By Andrew Dobson - May 5, 2023

The article “FP Answers: What should an investor do if they own a lot of shares in one company?” was originally published in Financial Post on May 05, 2023  •  Last updated Oct 05, 2023. By Julie Cazzin with Andrew Dobson. Photo by by Marcus Millo from Getty Images. There is a significant…

FP Answers: What should I do if I’ve missed three years of repayments to my RRSP Home Buyers’ Plan?

By Brenda Hiscock - May 3, 2023

The article “FP Answers: What should I do if I’ve missed three years of repayments to my RRSP Home Buyers’ Plan?” was originally published in Financial Post on Published Jan 27, 2023  •  Last updated May 03, 2023, by Julie Cazzin and Brenda Hiscock. Photo by by Tony Ianiro from Getty Images.…

Market-Linked GICs: The Pros And Cons For Investors

By Jason Heath - May 1, 2023

The article “Market-linked GICs: The pros and cons for investors” was originally published in MoneySense on May 1, 2023. Photo by Andrés Góngora from Pexels. These GICs track the markets, offering low risk and some upside potential to investors. Here’s how to know if market-tracked GICs are for you. “My…

Are Mutual Fund Fees Tax Deductible?

By Jason Heath - April 24, 2023

The article “Are mutual fund fees tax deductible?” was originally published in MoneySense on April 24, 2023. Photo by by Artur from Getty Images. Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly deducted. “Are management fees within a mutual…

Can You Save Tax By Moving Into Your Rental Property?

By Jason Heath - April 18, 2023

The article “Can you save tax by moving into your rental property?” was originally published in MoneySense on April 18, 2023. Photo by Ketut Subiyanto from Pexels. Moving into a co-owned property has capital gains tax implications, but there are other financial impacts to consider as well. “I have a…

What Is Considered Day Trading In A TFSA

By Jason Heath - April 17, 2023

The article “What is considered day trading in a TFSA” was originally published in MoneySense on April 17, 2023. Photo by AlphaTradeZone from Pexels. The recent Ahamed v. The King decision by the Tax Court of Canada highlights risks for investors who trade frequently in their TFSAs, as well as…

Selling Stocks At A Loss In A TFSA: What It Means For Your Contribution Room

By Jason Heath - April 10, 2023

The article “Selling stocks at a loss in a TFSA: What it means for your contribution room” was originally published in MoneySense on April 10, 2023. Photo by Ketut Subiyanto from Pexels. Before holding speculative stocks in a TFSA, consider what reporting a capital loss means for your contribution room…

Ottawa Is Offering a 25-year, High-Interest GIC: It’s Called The Canada Pension Plan

By Jason Heath - April 7, 2023

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 by Andrii Dodonov from Getty Images. Decision on when to apply for CPP becomes clearer when you think of it as an investment,…

Subscribe to our newsletter

Want to stay up to date with our most recents articles?
Sign up below to receive emails whenever we have a new story!