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Jason Heath

Jason Heath

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When to consider extra RRIF withdrawals

When to consider extra RRIF withdrawals

By Jason Heath, CFP on April 2, 2026 Estimated reading time: 4 minutes When to consider extra RRIF withdrawals By Jason Heath, CFP on April 2, 2026...

yesterday 0

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Jason Heath

What’s new (and gone) for your 2025 tax return, due April 2026

What’s new (and gone) for your 2025 tax return, due April 2026

By Jason Heath, CFP on March 24, 2026 Estimated reading time: 3 minutes What’s new (and gone) for your 2025 tax return, due April 2026 By Jason...

25.03.2026 10

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Jason Heath

Tax implications of owning a rental property as a non-resident of Canada

By Jason Heath, CFP on March 17, 2026 Estimated reading time: 4 minutes Tax implications of owning a rental property as a non-resident of Canada By...

21.03.2026 20

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Jason Heath

Should you claim capital cost allowance on a rental property?

By Jason Heath, CFP on March 9, 2026 Estimated reading time: 4 minutes Should you claim capital cost allowance on a rental property? By Jason Heath,...

10.03.2026 20

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Jason Heath

How is cryptocurrency taxed in Canada?

By Jason Heath, CFP on March 5, 2026 Estimated reading time: 4 minutes How is cryptocurrency taxed in Canada? By Jason Heath, CFP on March 5, 2026...

05.03.2026 30

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Jason Heath

What happens when you inherit an IRA or 401(k)?

By Jason Heath, CFP on February 20, 2026 Estimated reading time: 3 minutes What happens when you inherit an IRA or 401(k)? By Jason Heath, CFP on...

20.02.2026 20

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Jason Heath

How to unwind a spousal loan

Ask a Planner By Jason Heath, CFP on February 12, 2026 Estimated reading time: 2 minutes By Jason Heath, CFP on February 12, 2026 Estimated...

13.02.2026 30

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Jason Heath

Preparing taxes for someone who died

Ask a Planner By Jason Heath, CFP on February 6, 2026 Estimated reading time: 4 minutes By Jason Heath, CFP on February 6, 2026 Estimated...

08.02.2026 10

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Jason Heath

How does rent from a family member or common-law partner get taxed?

Ask a Planner By Jason Heath, CFP on January 27, 2026 Estimated reading time: 3 minutes By Jason Heath, CFP on January 27, 2026 Estimated...

29.01.2026 10

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Jason Heath

Can you save tax by putting severance into a corporation?

Ask a Planner By Jason Heath, CFP on January 20, 2026 Estimated reading time: 4 minutes By Jason Heath, CFP on January 20, 2026 Estimated...

22.01.2026 30

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Jason Heath

Tax implications of shareholder loans

Ask a Planner By Jason Heath, CFP on January 13, 2026 Estimated reading time: 4 minutes By Jason Heath, CFP on January 13, 2026 Estimated...

14.01.2026 30

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Jason Heath

The tax implications of moving to Québec

Ask a Planner By Jason Heath, CFP on January 7, 2026 Estimated reading time: 4 minutes By Jason Heath, CFP on January 7, 2026 Estimated reading...

08.01.2026 30

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Jason Heath

Your TFSA reset for the new year

Columns By Jason Heath, CFP on January 1, 2026 Estimated reading time: 5 minutes By Jason Heath, CFP on January 1, 2026 Estimated reading time:...

03.01.2026 30

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Jason Heath

Should I hold my house in a trust?

Ask a Planner By Jason Heath, CFP on December 18, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on December 18, 2025 Estimated...

19.12.2025 40

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Jason Heath

What are the tax implications of a donation?

Ask a Planner By Jason Heath, CFP on December 10, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on December 10, 2025 Estimated...

11.12.2025 30

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Jason Heath

How does a pension buyback work?

Ask a Planner By Jason Heath, CFP on December 3, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on December 3, 2025 Estimated...

04.12.2025 30

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Jason Heath

What is the CRA’s Voluntary Disclosures Program?

Ask a Planner By Jason Heath, CFP on November 25, 2025 Estimated reading time: 3 minutes By Jason Heath, CFP on November 25, 2025 Estimated...

27.11.2025 10

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Jason Heath

How to ensure your kids can keep your house when you die

Ask a Planner By Jason Heath, CFP on November 19, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on November 19, 2025 Estimated...

20.11.2025 10

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Jason Heath

The return of The Wealthy Barber

Ask a Planner By Jason Heath, CFP on November 11, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on November 11, 2025 Estimated...

13.11.2025 10

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Jason Heath

An update on trust tax return filings for 2025

Ask a Planner By Jason Heath, CFP on November 3, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on November 3, 2025 Estimated...

05.11.2025 10

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Jason Heath

What happens if you sell real estate to family for a dollar?

Ask a Planner By Jason Heath, CFP on October 29, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on October 29, 2025 Estimated...

31.10.2025 10

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Jason Heath

How to bridge the gap until an inheritance

Ask a Planner By Jason Heath, CFP on October 22, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on October 22, 2025 Estimated...

23.10.2025 60

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Jason Heath

What to do when you get laid off

Ask a Planner By Jason Heath, CFP on October 15, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on October 15, 2025 Estimated...

16.10.2025 10

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Jason Heath

Why late-career savers need to be careful with RRSPs

RRSPs By Jason Heath, CFP on October 8, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on October 8, 2025 Estimated reading time: 4...

09.10.2025 7

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Jason Heath

Do you pay GST/HST when you build or renovate a house?

Ask MoneySense By Jason Heath, CFP on October 2, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on October 2, 2025 Estimated reading...

03.10.2025 7

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Jason Heath

What is the Canada Pension Plan death benefit?

Ask a Planner By Jason Heath, CFP on September 24, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on September 24, 2025 Estimated...

25.09.2025 10

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Jason Heath

Retirement taxes explained: Withholding, clawbacks, and other surprises

Ask a Planner By Jason Heath, CFP on September 16, 2025 Estimated reading time: 11 minutes By Jason Heath, CFP on September 16, 2025 Estimated...

18.09.2025 20

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Jason Heath

Should you sell stocks you inherit?

Ask a Planner By Jason Heath, CFP on September 9, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on September 9, 2025 Estimated...

10.09.2025 10

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Jason Heath

Insurance for self-employed Canadians: What coverage do you need?

Ask a Planner By Jason Heath, CFP on September 4, 2025 Estimated reading time: 8 minutes By Jason Heath, CFP on September 4, 2025 Estimated...

06.09.2025 10

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Jason Heath

How to withdraw RESP funds

Ask a Planner By Jason Heath, CFP on August 25, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on August 25, 2025 Estimated reading...

26.08.2025 10

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Jason Heath

Can you move income back and forth between spouses?

Ask a Planner By Jason Heath, CFP on August 18, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on August 18, 2025 Estimated reading...

20.08.2025 10

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Jason Heath

Should you sell stocks to simplify with an all-in-one ETF?

Ask a Planner By Jason Heath, CFP on August 11, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on August 11, 2025 Estimated reading...

13.08.2025 10

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Jason Heath

What’s better for buying a second home: HELOC or personal loan? 

Ask a Planner By Jason Heath, CFP on August 7, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on August 7, 2025 Estimated reading...

09.08.2025 10

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Jason Heath

4 underused tax and financial benefits Canadians are overlooking

Ask a Planner By Jason Heath, CFP on July 29, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on July 29, 2025 Estimated reading...

30.07.2025 10

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Jason Heath

How to handle a stock with a huge capital gain

Ask a Planner By Jason Heath, CFP on July 22, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on July 22, 2025 Estimated reading...

23.07.2025 10

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Jason Heath

How can couples avoid capital gains tax on property in Canada?

Ask a Planner By Jason Heath, CFP on July 14, 2025 Estimated reading time: 7 minutes By Jason Heath, CFP on July 14, 2025 Estimated reading...

15.07.2025 10

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Jason Heath

Tax implications of giving your spouse money to invest

Ask a Planner By Jason Heath, CFP on July 7, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on July 7, 2025 Estimated reading time:...

08.07.2025 10

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Jason Heath

How is investment income taxed in Canada?

Ask a Planner By Jason Heath, CFP on July 2, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on July 2, 2025 Estimated reading time:...

04.07.2025 10

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Jason Heath

How much of a pension does a survivor receive?

Ask a Planner By Jason Heath, CFP on June 25, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on June 25, 2025 Estimated reading...

27.06.2025 20

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Jason Heath

RRIF and LIF withdrawal rates: Everything you need to know

Retirement By Jason Heath, CFP on June 23, 2025 Estimated reading time: 8 minutes By Jason Heath, CFP on June 23, 2025 Estimated reading time: 8...

24.06.2025 20

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Jason Heath

How to manage your tax withholding in retirement

Ask a Planner By Jason Heath, CFP on June 17, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on June 17, 2025 Estimated reading...

18.06.2025 10

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Jason Heath

When do CPP and OAS pension payment increases happen around your birthday?

Ask a Planner By Jason Heath, CFP on June 9, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on June 9, 2025 Estimated reading time:...

10.06.2025 20

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Jason Heath

Planning to use your home equity in retirement

Ask a Planner By Jason Heath, CFP on June 2, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on June 2, 2025 Estimated reading time:...

04.06.2025 10

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Jason Heath

What to do if your pre-construction condo has dropped in value

Ask a Planner By Jason Heath, CFP on May 26, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on May 26, 2025 Estimated reading time:...

27.05.2025 10

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Jason Heath

How does a U.S.-dollar TFSA work?

Ask a Planner By Jason Heath, CFP on May 20, 2025 Estimated reading time: 4 minutes By Jason Heath, CFP on May 20, 2025 Estimated reading time:...

22.05.2025 10

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Jason Heath

Is real estate the best investment for a Canadian retiree?

Ask a Planner By Jason Heath, CFP on May 12, 2025 Estimated reading time: 6 minutes By Jason Heath, CFP on May 12, 2025 Estimated reading time:...

14.05.2025 9

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Jason Heath

What to do when you have insufficient or unused RESP funds

Ask a Planner By Jason Heath, CFP on May 12, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on May 12, 2025 Estimated reading time:...

14.05.2025 10

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Jason Heath

Should you pay off student debt before investing?

Columns By Jason Heath, CFP on May 12, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on May 12, 2025 Estimated reading time: 5...

14.05.2025 10

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Jason Heath

How the Liberals’ re-election impacts RRIFs, taxes and more

Ask a Planner By Jason Heath, CFP on May 5, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on May 5, 2025 Estimated reading time: 5...

07.05.2025 20

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Jason Heath

How to avoid RRSP overcontributions when you have a deferred profit sharing plan

Ask a Planner By Jason Heath, CFP on April 28, 2025 Estimated reading time: 5 minutes By Jason Heath, CFP on April 28, 2025 Estimated reading...

30.04.2025 10

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Jason Heath