Jason Heath
Jason Heath is a fee-only, advice-only Certified Financial Planner (CFP) at Objective Financial Partners Inc. in Toronto, Ontario. He does not sell any financial products whatsoever.
Articles
- Tax Implications Of Gifting Assets (Download)
- The Basics Of Preparing A New Will (Download)
- Considerations For Cottage Owners And Potential Buyers (Download)
- Strategies For Giving Assets And Income To Other Family Members (Download)
- How To Turn Your Investments Into A Pay Cheque In Retirement (Download)
- Risks To Starting Your CPP Too Early (Download)
- Top Financial Planning Questions To Ask Your Accountant (Download)
- Tax And Withholding Tax Payable In Your Investment Account (Download)
- Considerations When Applying For CPP And OAS (Download)
- How Are Assets Taxed On Death? (Download)
- What Is A Fair Fee For Your Investments? (Download)
- Decumulation Planning Strategies For Retirement (Download)
- Retirement Planning For Business Owners (Download)
- Financial Lessons And Support For Kids And Grandkids (Download)
- How is Your Income Taxed in Retirement? (Download)
- Increasing Investment Returns in Volatile Markets (Download)
- Financial Planning Considerations For Second Marriages And Common-Law Couples (Download)
- Reasons To Consider Setting Up A Trust (Download)
- Four Common Retirement Planning Mistakes (Download)
- Tax Planning For Your Investments (Download)
- The Financial Planning Risks of Over- or Under-Confidence (Download)
- Cognitive Aging And Financial Planning (Download)