Objective Financial Partners Blog

The Pros And Cons of a Dividend Reinvestment Plan

By Jason Heath - May 20, 2020

The article “The Pros And Cons of a Dividend Reinvestment Plan” was originally published on MoneySense on May 20, 2020. You may decide that it’s better to receive dividend distributions in cash, especially if you plan to use them for TFSA contributions, or to help fund living expenses.   Q. What…

Here’s What Kind Of Return You Can Expect From Stock Markets Going Forward

By Jason Heath - May 19, 2020

  The article “Here’s What Kind Of Return You Can Expect From Stock Markets Going Forward” was originally published on Financial Post on May, 19, 2020. These factors will help investors and advisors set appropriate expectations about returns   Recent stock market volatility has put a spotlight on daily market…

How To Protect Personal Assets If Your Business Fails

By Jason Heath - May 6, 2020

The article “How To Protect Personal Assets If Your Business Fails” was originally published on MoneySense on May 6, 2020.   With COVID-19 protective measures crushing her already struggling business, Annette fears losing her home if she’s unable to repay business loans that are tied to her personal finances.  …

10 Podcasts To Amp Up Your Investing And Financial Confidence

By Jason Heath - May 3, 2020

The article “10 Podcasts To Amp Up Your Investing And Financial Confidence” was originally published on MoneySense on May 3, 2020. These Canadian resources make it easy to bone up on a wide range of money concerns.   Q. I’m 30 years old and would like to learn more about saving,…

“Records Of My Stock Purchase Have Disappeared. What Now?”

By Jason Heath - April 22, 2020

The article “Records Of My Stock Purchase Have Disappeared. What Now?” was originally published on MoneySense on April 22, 2020. Tonya bought shares of a small company, which she sold at a loss. She’d like to use that loss to offset some capital gains, but neither the brokerage nor the…

Death and Taxes: Estate Settlement Can Cost Money, Time and Relationships

By Jason Heath - April 21, 2020

The article “Death and Taxes: Estate Settlement Can Cost Money, Time and Relationships” was originally published on Financial Post on April 21, 2020. A properly crafted estate plan should envision the financial and family implications that can draw out for years to come. This is the final instalment of a…

Should You Consider Using Joint Accounts To Avoid Probate?

By Jason Heath - April 16, 2020

The article “Should You Consider Using Joint Accounts To Avoid Probate?” was originally posted on MoneySense on April 16, 2020. Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is no longer able to do so herself? The alternatives are less…

COVID-19 Financial Support For Working Seniors

By Jason Heath - April 14, 2020

The original article “COVID-19 Financial Support For Working Seniors” was published on MoneySense on April 14, 2020. You may still qualify for the federal government’s CERB payments, even if you collect CPP and OAS. Q. I am still working, and also receive Canada Pension Plan (CPP) and Old Age Security (OAS)…

The Basics of Starting Your Own Business

By Jason Heath - April 8, 2020

The article “The Basics of Starting Your Own Business” was originally published on MoneySense on April 8, 2020. Looking to earn some money through self-employment or a side hustle? Here’s what to know about the setup and tax implications before you get started. With job insecurity on many of our…

Death And Taxes: How To Navigate The Probate Process To Keep Tax Costs In Check

By Jason Heath - March 24, 2020

The article “Death And Taxes: How To Navigate The Probate Process To Keep Tax Costs In Check” was originally published on Financial Post on March 24, 2020. There are ways to reduce or avoid probate fees and reasons to try to, but there are some things to take into consideration…

What Should Retirees Do With Their Investments Amid COVID-19?

By Jason Heath - March 23, 2020

The article “What Should Retirees Do With Their Investments Amid COVID-19?” was originally published on MoneySense on March 23, 2020. With North American stock markets down more than 30% from their recent highs, Canadians who are retired or close to retirement are faced with a choice—to sell or not to…

How To Protect Your Personal Finances Amid The Coronavirus Chaos

By Jason Heath - March 18, 2020

The article “How To Protect Your Personal Finances Amid The Coronavirus Chaos” was originally published on Financial Post on March 18, 2020. With more repercussions to come, there are still steps you can take to protect your financial wellbeing. The initial financial implications of the novel coronavirus have been severe…

Subscribe to our newsletter

Want to stay up to date with our most recents articles?
Sign up below to receive emails whenever we have a new story!