The article “Relying On Proprietary Products Not Necessarily A Bad Thing For Advisors” was originally published on Financial Post on August 27, 2018. Jason Heath: If an advisor uses proprietary products they know well already, they can allocate more resources to things like retirement planning. I have been known to…

The article “Three Behavioural Barriers To Solid Retirement Planning, And How You Can Overcome Them” was originally published on Financial Post on August 20, 2018. Jason Heath: Retirement planning can be daunting, but with a little nudge in the right direction, everyone can be more motivated to develop a plan.…

The article “The Reason Why Investing Decisions Shouldn’t Be Left To Only One Spouse In A Partnership” was originally published on Financial Post on June 25, 2018. Married men and women need to work together to arrive at a happy medium as it relates to investment risk, a recent research…

The article “What Today’s Savers Can Learn From Today’s Seniors About Retirement Planning” was originally published on FInancial Post on May 23, 2018. One lesson: Smaller pensions or none at all mean Canadians probably aren’t saving enough Future retirees can learn a lesson from their elders by looking to current…

The article “Solo Retirement Is On The Rise — Here’s How You Can Mitigate The Risks” was originally published on Financial Post on March 16, 2018. The three most important ways to minimize the chances of outliving your retirement savings are stocks, pensions and planning A survey released earlier this…

The article “Take Back Control Of Your RRSP With These Three Easy Steps” was originally published on Financial Post on January 31, 2018. Make sure you know what you own, what you pay and what your returns are in order to work toward your retirement goals If you’re like most…

The article “Here’s What To Do When You Take Over A Parent’s Finances” was originally published on Financial Post on January 2, 2018. Here are some of the key areas to address in anticipation of or in response to taking over a parent’s finances. According to the 2016 census from…

The article “Here Are The Six Biggest Mistakes Retirees Make With Their Investments” was originally published on Financial Post on December 7, 2017. Jason Heath: There are lots of mistakes that investors make, but there are six common ones I observe specifically with retirees The financial industry and media focus…

The article “Why Singling Out Business Owners Is Good Politics, But Bad Tax Policy” was originally published on Financial Post on October 11, 2017. Jason Heath: The proposed tax changes miss the mark if the Liberals truly want wealthy Canadians to pay more Let me start by confessing that I am…

The article “100 Is The New 80 And Your Financial Plan Needs To Reflect That” was originally published on Financial Post on October 3, 2017. Time to face the fact that Canadians are living longer. Can you afford it? Canadians are living longer. In fact, half of Canadian babies born…

The article “The Four Reasons That Retirement Is Costing Canadians More Than Ever” was originally published on Financial Post on July 12, 2017. But despite soaring prices for some popular items at the grocery store, the broader cost of living is not the prime culprit. Retirement is getting more expensive…

The article “What The Loonie’s Roller Coaster Ride Means for Your Financial Planning” was originally published on Financial Post on June 26, 2017. Jason Heath: Investors who have owned foreign investments have benefitted handsomely in recent years due to both performance and currency It is hard to believe that just…