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How To Set Financial Goals That Are Realistic And Achievable

How To Set Financial Goals That Are Realistic And Achievable

by Jason Heath | Oct 25, 2022 | Jason Heath, MoneySense Magazine, News

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,...
My Financial Advisor Overcontributed To My TFSA—Now What?

My Financial Advisor Overcontributed To My TFSA—Now What?

by Jason Heath | Oct 18, 2022 | Jason Heath, MoneySense Magazine, News

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

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

by Jason Heath | Oct 12, 2022 | Jason Heath, MoneySense Magazine, News

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 Jenny Ueberberg on Unsplash. It’s been a difficult year for stock investors. Should you move into GICs or...
Financial Planning In Your 70s

Financial Planning In Your 70s

by Jason Heath | Oct 6, 2022 | Jason Heath, MoneySense Magazine, News

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...
Could A Line Of Credit Impact My Mortgage Application?

Could A Line Of Credit Impact My Mortgage Application?

by Jason Heath | Oct 6, 2022 | Jason Heath, MoneySense Magazine, News

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

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

by Jason Heath | Oct 3, 2022 | Financial Post, Jason Heath, News

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 BRENDAN MCDERMID/REUTERS FILES. Jason Heath: You can earn a guaranteed return on your...
Gifting A Parent’s Assets Using A Power Of Attorney

Gifting A Parent’s Assets Using A Power Of Attorney

by Jason Heath | Sep 26, 2022 | Jason Heath, MoneySense Magazine, News

The article “Gifting a parent’s assets using a power of attorney” was originally published in MoneySense on September 26, 2022. Photo by fizkes from Shutterstock. As power of attorney, does it make sense to divide up a parent’s assets before their death?...
Is A Vacation Home A Good Investment?

Is A Vacation Home A Good Investment?

by Jason Heath | Sep 20, 2022 | Jason Heath, MoneySense Magazine, News

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

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

by Jason Heath | Sep 19, 2022 | Jason Heath, MoneySense Magazine, News

The article “Can a non-resident open an investment account in Canada?” was originally published in MoneySense on September 19, 2022. Photo by Philip Myrtorp on Unsplash. What are the options for investing as a non-resident of Canada? Which is better: an...
Can You Gift A Farm To Your Kids To Avoid Taxes?

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

by Jason Heath | Sep 12, 2022 | Jason Heath, MoneySense Magazine, News

The article “Can you gift a farm to your kids to avoid taxes?” was originally published in MoneySense on September 12, 2022. Photo by Gregory Hayes on Unsplash. The idea to gift property to a family member for a dollar to avoid tax is a common one. But can...
Should You Buy Real Estate Through A Corporation?

Should You Buy Real Estate Through A Corporation?

by Jason Heath | Sep 12, 2022 | Jason Heath, MoneySense Magazine, News

The article “Should you buy real estate through a corporation?” was originally published in MoneySense on September 12, 2022. Photo by Sebastian Staines on Unsplash. It can make sense to purchase rental or vacation properties through a corporation, but...
How Canadians Can Split Their Income And Lower Their Tax Bills

How Canadians Can Split Their Income And Lower Their Tax Bills

by Jason Heath | Sep 8, 2022 | Financial Post, Jason Heath, News

The article “How Canadians can split their income and lower their tax bills” was originally published in Financial Post on September 8, 2022. PHOTO BY CHLOE CUSHMAN/NATIONAL POST ILLUSTRATION FILES. Jason Heath: There are ways to pay less tax during your...
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Blog Contributors

Jason Heath
Nancy Grouni
Brenda Hiscock
Andrew Dobson

Recent Posts

  • Navigating Ontario Probate: Which Assets Require Probate and How to Minimize Costs March 22, 2023
  • What is the difference between an advice-only financial planner and a fee-based investment advisor? February 13, 2023
  • How to Apply for Probate of an Ontario Estate February 6, 2023
  • What is advice-only financial planning? January 6, 2023
  • Why It’s Time For Borrowers To Accept The New Normal Of Higher Rates And Plan Accordingly November 29, 2022
  • How Much To Take Out Of Your RRSP In Your 60s November 3, 2022
  • What Are The Tax Implications Of Selling U.S. Real Estate? October 31, 2022
  • Financial Gifts: What You Need To Know Before Giving Money Or Investments October 28, 2022
  • Can You Avoid Probate Taxes On TFSAs? October 28, 2022
  • How To Leave Money To Your Grandkids October 28, 2022
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