Jason Heath

Real estate equity is a big part of seniors’ net worth. Some Canadian retirees may want or need to use their home’s value to help fund retirement. Here’s how.

Canadians accustomed to annual tax refunds may be surprised to owe tax in retirement and have government benefits clawed back. Here’s how to manage.

Canadians accustomed to annual tax refunds may be surprised to owe tax in retirement and have government benefits clawed back. Here’s how to manage.

Most registered retirement savings plans are eventually converted to registered retirement income funds. Here’s what to know about RRIF withdrawals.

Many people aren’t taking advantage of the tax credits and government benefits they’re eligible for. Jason Heath highlights four that are commonly missed.

While most Canadians will benefit from continuing to contribute until the day they retire, some will be better off calling a halt sooner.

Get the latest on 2025 trust and bare trust tax filing requirements in Canada, including CRA updates, exemptions, and deadlines for T3 returns.

David Chilton’s The Wealthy Barber returns for 2025, updated for today’s costs, new investment tools, and a new generation learning to “pay yourself first.”

If you’re not among the few who max out their TFSA every January 1, these new year TFSA tips can help you avoid penalties and make smarter moves.

Tax season brings plenty of confusion—and costly mistakes. Here are some commonly misunderstood expenses Canadians often try (but fail) to claim on their tax returns.