Objective Financial Partners Blog
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Real estate: A ‘secret’ tax shelter
Special to Financial Post | Apr 6, 2011 By Jason Heath TFSAs have been a welcome addition to the tax shelter landscape in Canada, but they leave something to be desired for those with substantial assets and maxed out RRSP and TFSA room. Film limited partnerships have disappeared, charitable donation…
Read MoreSpend: Stop renting and start renovating
Written by Lisa Grainger | http://www.lawandstyle.ca | Published December 9, 2010 Precedent asked certified financial planner Jason Heath of E.E.S. Financial Services in Markham, Ontario, to look at the couple’s needs and numbers. “Using rough numbers, I figure you guys could be approved for an $800,000 mortgage quite easily,” Heath tells…
Read MoreTiming the ‘sweet spot’ for a cottage
DIANNE MALEY | Globe and Mail | Published Friday, Aug. 20, 2010 We asked Jason Heath, a consultant and financial planner at E.E.S. Financial Services Ltd. in Markham, Ont., to look at the couple’s situation. E.E.S. is a fee-only financial planning firm that does not sell investment products. What the expert says…
Read MoreBalancing baby and a house
DIANNE MALEY | Globe and Mail | Published Friday, Jun. 18, 2010 We asked Jason Heath, a financial planner with E.E.S. Financial Services Ltd. in Markham, Ont., to look at this young couple’s situation. What the Expert Says Gretchen and Bram are saving about $675 a month outside of their company savings and…
Read MoreStarting over and fast-tracking plans
DIANNE MALEY | Globe and Mail | Published Friday, Mar. 05, 2010 We asked Jason Heath, a consultant with E.E.S. Financial Services Ltd. in Markham, Ont., to look at Norm and Nancy’s situation. What the Expert Says Mr. Heath says Norm and Nancy can retire according to plan when he is 60 and…
Read MoreA stash for cash, or investment vehicle?
JOHN HEINZL | Globe and Mail | Published Friday, Dec. 11, 2009 Despite their many benefits, TFSAs aren’t appropriate for everyone. Jason Heath, a certified financial planner with EES Financial Services in Markham, Ont., says people with credit card and other consumer debts should pay off their balances before they think about opening…
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Do your homework to find advisor best for you!
JOHN HEINZL | Globe & Mail | Published Wednesday, Nov. 18, 2009 “You really have to do your due diligence and make sure you’re getting somebody who can steer you down the path that’s best for you, not the path that their firm thinks is best for maximizing their revenue,” says Jason Heath,…
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Family File – Divorce
Dana Lacey, Financial Post Magazine September 8, 2009 Jason Heath, a CFP for EES Financial Services in Markham, Ont., offers a longer-term perspective. He says that, while Holmes could afford to live in the house, her finances might be too tight. He suggests she eventually — but not just yet —…
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Fee-only pioneers keep time
Published on Financialpost.com One of his employees is 29-year old consultant Jason Heath, who joined the firm’s Markham office after a stint with a bank. He describes the E.E.S. fee-only model as “a unique concept in financial planning. None of us hold any investment or insurance licences. It’s a prerequisite…
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On Their Own – Pressure of being self employed
Dana Lacey, Financial Post Business · Nov. 6, 2007 The pressures of being self-employed while raising two children is getting to the Youngs. How can they ensure their family has enough money for the future? WHAT THE EXPERTS SAY The Youngs’ anxieties about their future are well-founded, according to Jason Heath,…
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