Objective Financial Partners Blog

JASON HEATH | Special to the Financial Post  | Published March 08, 2012 There seems to be a trend these days in financial planning. Consumers are playing the role of Tom Cruise’s Lt. Kafee in the classic movie, A Few Good Men, and demanding answers – answers they feel they are entitled to. The…

GAIL BEBEE | Globe and Mail Update | Published Thursday, Mar. 01, 2012 Video: Financial planning tips for spousal survivors   According to Jason Heath, a financial planner at Objective Financial Partners Inc., the biggest mistake many couples make is not ensuring that both spouses are knowledgeable about the family’s financial affairs. An…

Published on Financialpost.com Retirement and financial independence are two terms that are often interchanged, but there’s a huge difference, says Jason Heath, a fee-only financial planner with Markham, Ont.-based EES Financial Services Ltd. He defines retirement simply as “when you stop working.” Financial independence, he says, “is the point at…

Special to Financial Post  | Oct 25, 2011 By Jason Heath Investors and advisors alike are constantly striving to build the best portfolio. There are different schools of thought as to what is best. There is no shortage of books, blogs and brokers claiming to have identified the path to…

Special to Financial Post  | Oct 21, 2011 By Jason Heath In 1971, Richard Nixon unilaterally ended the direct conversion of U.S. dollars to gold bullion. This gave more flexibility to the world’s largest economy to expand the supply of U.S. dollars and therefore, U.S. debt, meaning the U.S. dollar…

Posted by Jonathan Chevreau on Friday, October 14, 2011 | www.findependenceday.com Unlike the United States, where fee-only financial planners are ubiquitous (See NAPFA’s site here), they are a rare breed in Canada. In fact, according to one of them, Jason Heath of Markham-based EES Financial, there are only about 150 true fee-only financial planners in…

From MoneySense Magazine, September/October 2011 According to Jason Heath, a fee-for-service adviser with E.E.S. Financial Services in Markham, Ont., the Hollands will be able to meet their goal. In fact, if the family does indeed get a 4% annual wage increase, and they apply all of the extra money (after…

By Julie Cazzin | From MoneySense Magazine | September/October 2011 According to Jason Heath, a fee-for-service adviser with E.E.S. Financial Services in Markham, Ont., the Hollands will be able to meet their goal. In fact, if the family does indeed get a 4% annual wage increase, and they apply all of the extra money…

By David Aston | From MoneySense Magazine | September/October 2011 With this much capital, a complete review of your options is required Real, personal money management If you want to turn over day-to-day management of your money to well-qualified professionals providing a high level of personal service at reasonable fees, a private investment counsel…

Special to Financial Post  | Jul 15, 2011   By Jason Heath Two recent studies provide some shocking insights into financial advice, fees and fiduciary standards. A Cerulli Associates survey found that about one-third of investors don’t know how their financial advisor gets paid. A second J.D. Power and Associates…

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…

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…