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

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

by Jason Heath | May 8, 2023 | Jason Heath, MoneySense Magazine, News

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...
Market-Linked GICs: The Pros And Cons For Investors

Market-Linked GICs: The Pros And Cons For Investors

by Jason Heath | May 1, 2023 | Jason Heath, MoneySense Magazine, News

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...
Are Mutual Fund Fees Tax Deductible?

Are Mutual Fund Fees Tax Deductible?

by Jason Heath | Apr 24, 2023 | Jason Heath, MoneySense Magazine, News

The article “Are mutual fund fees tax deductible?” was originally published in MoneySense on April 24, 2023. Photo by Centre for Ageing Better from Unsplash. Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve...
Can You Save Tax By Moving Into Your Rental Property?

Can You Save Tax By Moving Into Your Rental Property?

by Jason Heath | Apr 18, 2023 | Jason Heath, MoneySense Magazine, News

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...
What Is Considered Day Trading In A TFSA

What Is Considered Day Trading In A TFSA

by Jason Heath | Apr 17, 2023 | Jason Heath, MoneySense Magazine, News

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

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

by Jason Heath | Apr 10, 2023 | Jason Heath, MoneySense Magazine, News

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

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

by Jason Heath | Apr 7, 2023 | Financial Post, Jason Heath, News

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 GETTY IMAGES/ISTOCKPHOTO. Decision on when to apply for CPP becomes clearer when...
Canada’s Budget 2023: What It Means For You and Your Family

Canada’s Budget 2023: What It Means For You and Your Family

by Jason Heath | Mar 31, 2023 | Jason Heath, MoneySense Magazine, News

The article “Canada’s Budget 2023: What it means for you and your family” was originally published in MoneySense on March 31, 2023. Photo by Nabil Saleh from Unsplash. The federal government’s 2023 budget proposes a national dental care plan, a grocery...
For Canadians Living Abroad, Is It Worth Investing In Foreign ETFs?

For Canadians Living Abroad, Is It Worth Investing In Foreign ETFs?

by Jason Heath | Mar 27, 2023 | Jason Heath, MoneySense Magazine, News

The article “For Canadians living abroad, is it worth investing in foreign ETFs?” was originally published in MoneySense on March 27, 2023 .Photo by Lukas Hartmann from Pexels. Canadians with extra savings overseas may wish to invest in foreign ETFs....
Are Your Deposits At Canadian Financial Institutions Safe?

Are Your Deposits At Canadian Financial Institutions Safe?

by Jason Heath | Mar 20, 2023 | Jason Heath, MoneySense Magazine, News

The article “Are your deposits at Canadian financial institutions safe?” was originally published in MoneySense on March 20, 2023 . Photo by Mizuno K from Pexels. The failure of Silicon Valley Bank has highlighted risks in the U.S. banking system. Should...
Can You Use The Home Buyers’ Plan To Buy A Foreign Property?

Can You Use The Home Buyers’ Plan To Buy A Foreign Property?

by Jason Heath | Mar 13, 2023 | Jason Heath, MoneySense Magazine, News

The article “Can you use the Home Buyers’ Plan to buy a foreign property?” was originally published in MoneySense on March 13, 2023 . Photo by Ryutaro Tsukata from Pexels. Find out if you can use the RRSP home-buying program to purchase foreign property...
The benefits and flexibility of family RESPs

The benefits and flexibility of family RESPs

by Jason Heath | Mar 10, 2023 | Jason Heath, MoneySense Magazine, News

The article “The benefits and flexibility of family RESPs” was originally published in MoneySense on March 10, 2023 . Photo by Pexels. Grants and growth can be allocated amongst any beneficiaries of the plan “Can you write an article on how family...
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Blog Contributors

Jason Heath
Nancy Grouni
Brenda Hiscock
Andrew Dobson
Hannah McVean

Recent Posts

  • Behavioral Finance: Why Your Investing Mindset Matters Just as Much as Your Portfolio Mix November 22, 2023
  • Understanding Money Trauma: Navigating Overspending with the Window of Regulation October 31, 2023
  • Can Lyle, 48, and Tonia, 53, Afford To Trade Their Home For Two Condos? October 20, 2023
  • Why Couples Should Consider Co-Mingling Their Finances August 15, 2023
  • How to develop a retirement plan July 18, 2023
  • Fee Only Financial Planning: The Benefits of Transparency and Personalization July 7, 2023
  • Should You Include Your Pension In Your Net Worth? July 4, 2023
  • 4 Strategies For Income Splitting With A Lower-Income Spouse June 26, 2023
  • Should You Transfer Your DC Pension Plan To A Discount Brokerage? June 26, 2023
  • What To Do When You Overcontribute To Your RRSP June 19, 2023
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