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Jason Heath: What the federal election platforms could mean for your pocketbook

Jason Heath: What the federal election platforms could mean for your pocketbook

by Jason Heath | Apr 14, 2025 | Financial Post, Jason Heath, News

The article “Jason Heath: What the federal election platforms could mean for your pocketbook” was originally published in the Financial Post on April 14, 2025. Photo by TravelScape on Freepik. For this election, perhaps more than any other in recent...
How often should you update your financial plan?

How often should you update your financial plan?

by Jason Heath | Nov 22, 2024 | Financial Post, Jason Heath, News

The article “How often should you update your financial plan?” was originally published in Financial Post November 22, 2024, by Jason Heath. Photo by mindandi on Freepik A plan is never final. Family and financial contexts evolve, and tax rules, markets...
5 reasons why TFSAs aren’t always the best fit for everyone

5 reasons why TFSAs aren’t always the best fit for everyone

by Jason Heath | Jun 10, 2024 | Financial Planning, Financial Post, Jason Heath

The article “5 reasons why TFSAs aren’t always the best fit for everyone” was originally published in Financial Post June 10, 2024, by Jason Heath. Photo by by Anthony Rosenberg from Getty Images Signature.   Jason Heath: They could end up...
FP Answers: Should I hold onto my capital losses until death to leave a larger inheritance?

FP Answers: Should I hold onto my capital losses until death to leave a larger inheritance?

by Andrew Dobson | Jun 7, 2024 | Andrew Dobson, Financial Planning, Financial Post

The article “FP Answers: Should I hold onto my capital losses until death to leave a larger inheritance?” was originally published in Financial Post on June 7, 2024. By Julie Cazzin with Andrew Dobson. Photo by Tara Winstead from Pexels. Proposed capital gains tax...
FP Answers: Should I pay myself dividends from my company to avoid CPP premiums?

FP Answers: Should I pay myself dividends from my company to avoid CPP premiums?

by Andrew Dobson | May 17, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: Should I pay myself dividends from my company to avoid CPP premiums?” was originally published in Financial Post on May 17, 2024. By Julie Cazzin with Andrew Dobson. Photo by by jittawit21. Passing on the premiums might save money today but...
Why your retirement may be different than you expected

Why your retirement may be different than you expected

by Jason Heath | May 6, 2024 | Financial Planning, Financial Post, Jason Heath, News

The article “Why your retirement may be different than you expected” was originally published in Financial Post May 6, 2024, by Jason Heath. Photo by Marcus Aurelius from Pexels. Jason Heath: There is no surefire formula for planning for retirement, so...
FP Answers: What are the tax consequences of selling a small business to my son?

FP Answers: What are the tax consequences of selling a small business to my son?

by Andrew Dobson | Apr 12, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: What are the tax consequences of selling a small business to my son?” was originally published in Financial Post on April 12, 2024. By Julie Cazzin with Andrew Dobson. Photo by Mikhail Nilov from Pexels. Get the value appraised...
What will your income be in retirement? The answer goes well beyond investment returns

What will your income be in retirement? The answer goes well beyond investment returns

by Jason Heath | Mar 11, 2024 | Financial Planning, Financial Post, Jason Heath, News

The article “What will your income be in retirement?” The answer goes well beyond investment returns” was originally published in Financial Post on March 11, 2024. Photo by by Creativa Images. You may have more money coming in than you think. Jason...
FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?

FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?

by Andrew Dobson | Mar 1, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?” was originally published in Financial Post on March 1, 2024. By Julie Cazzin with Andrew Dobson. Photo by by Zolak from Getty Images. Options are plentiful, but just...
FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?

FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?

by Andrew Dobson | Feb 9, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?” was originally published in Financial Post on February 9, 2024. By Julie Cazzin with Andrew Dobson. Photo by Worldspectrum from Pexels. Investing as...
Retirement math you need to know, from how long you’ll live to deferring CPP

Retirement math you need to know, from how long you’ll live to deferring CPP

by Jason Heath | Feb 5, 2024 | Financial Planning, Financial Post, Jason Heath, News

The article “Retirement math you need to know, from how long you’ll live to deferring CPP” was originally published in Financial Post February 5, 2024, by Jason Heath. Photo by Junior Bastos of Pexels. Jason Heath: Go beyond how much you need to save...
FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?

FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?

by Andrew Dobson | Jan 12, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?” was originally published in Financial Post on December 15, 2023. By Julie Cazzin with Andrew Dobson. Photo by by rcphotostock. Gold should be used mainly as a...
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Blog Contributors

Jason Heath
Nancy Grouni
Brenda Hiscock
Andrew Dobson
Hannah McVean
Thuy Lam

Recent Posts

  • 2024 tax-filing extensions: What you need to know April 14, 2025
  • Jason Heath: What the federal election platforms could mean for your pocketbook April 14, 2025
  • Cross Border Financial Planning: U.S. Citizens Living in Canada March 23, 2025
  • Cross Border Financial Planning: Considerations for Americans Moving to Canada March 10, 2025
  • Cross Border Financial Planning: Considerations for Canadians Moving to the U.S. February 13, 2025
  • How often should you update your financial plan? November 22, 2024
  • When Should You Set Up A Holding Company? October 3, 2024
  • 2024 Federal Budget Amendments that Impact CPP Benefits August 7, 2024
  • 5 reasons why TFSAs aren’t always the best fit for everyone June 10, 2024
  • FP Answers: Should I hold onto my capital losses until death to leave a larger inheritance? June 7, 2024
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