Objective Financial Partners Blog

How To Set Financial Goals That Are Realistic And Achievable

By Jason Heath - October 25, 2022

The article “How to set financial goals that are realistic and achievable” was originally published in MoneySense on October 25, 2022. Photo by Engin Akyurt from Pexels. Goal setting is an important financial strategy, but the key is to set goals that are realistic, relevant and personalized. Consumers and financial…

My Financial Advisor Overcontributed To My TFSA—Now What?

By Jason Heath - October 18, 2022

The article “My financial advisor overcontributed to my TFSA—now what?” was originally published in MoneySense on October 18, 2022. Photo by Cottonbro from Pexels. Overcontributing to a TFSA can be costly, especially if it goes unnoticed. What can you do if the error was partly the fault of your financial…

Is Now The Time For A Long-Term Investor To Abandon Stocks?

By Jason Heath - October 12, 2022

The article “Is now the time for a long-term investor to abandon stocks?” was originally published in MoneySense on October 12, 2022. Photo by William_Potter from Getty Images. It’s been a difficult year for stock investors. Should you move into GICs or mortgage funds to invest for the long term? With…

What should I do with a $275,000 payout from my critical illness insurance policy?

By Brenda Hiscock - October 7, 2022

The article “FP Answers: What should I do with a $275,000 payout from my critical illness insurance policy?” was originally published in Financial Post on October 7th, 2022, by Julie Cazzin and Brenda Hiscock. Photo by by designer491 from Getty Images. Justine wonders whether she should add money to her…

Financial Planning In Your 70s

By Jason Heath - October 6, 2022

The article “Financial planning in your 70s” was originally published in MoneySense on October 6, 2022. Photo created by rawpixel.com – www.freepik. Be mindful of these money concerns, even after retirement. When most people think about financial planning, they think about saving and investing for retirement. That is certainly a…

Could A Line Of Credit Impact My Mortgage Application?

By Jason Heath - October 6, 2022

The article “Could a line of credit impact my mortgage application?” was originally published in MoneySense on October 6, 2022. Photo by Sarandy Westfall on Unsplash. Line of credit payments and other non-mortgage debt are factored into mortgage affordability calculations. Here’s what you need to know before filing your mortgage…

These Money-Saving Strategies Can Help Investors Make The Most Of A Very Bad Year

By Jason Heath - October 3, 2022

The article “These money-saving strategies can help investors make the most of a very bad year” was originally published in Financial Post on October 3, 2022. Photo by by whyframestudio from Getty Images. Jason Heath: You can earn a guaranteed return on your investments whether markets rise or fall Investor…

When Should You Withdraw Money From Your Corporation To Invest?

By Jason Heath - October 3, 2022

The article “When should you withdraw money from your corporation to invest?” was originally published in MoneySense on October 3, 2022. Photo by Felicity Tai from Pexels. Is taking money out of a corporation to invest in RRSPs, TFSAs and real estate a good decision? What happens when you retire…

Gifting A Parent’s Assets Using A Power Of Attorney

By Jason Heath - September 26, 2022

The article “Gifting a parent’s assets using a power of attorney” was originally published in MoneySense on September 26, 2022. Photo by Andrea Piacquadio from Pexels. As power of attorney, does it make sense to divide up a parent’s assets before their death? “I am hoping that someone can give…

Is A Vacation Home A Good Investment?

By Jason Heath - September 20, 2022

The article “Is a vacation home a good investment?” was originally published in MoneySense on September 20, 2022. Photo by Maria Orlova on Pexels. A cottage or other vacation property can provide a great way to unwind and spend time with family. But what are some of the financial implications?…

Can A Non-Resident Open An Investment Account In Canada?

By Jason Heath - September 19, 2022

The article “Can a non-resident open an investment account in Canada?” was originally published in MoneySense on September 19, 2022. Photo by Vasily Kleymenov on Pexels. What are the options for investing as a non-resident of Canada? Which is better: an RRSP or a tax-sheltered account in another country? “I…

Can You Gift A Farm To Your Kids To Avoid Taxes?

By Jason Heath - September 12, 2022

The article “Can you gift a farm to your kids to avoid taxes?” was originally published in MoneySense on September 12, 2022. Photo by Jake Heinemann on Pexels. The idea to gift property to a family member for a dollar to avoid tax is a common one. But can this…

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