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Jason Heath

Jason Heath

Jason is one Canada’s approximately 150 advice-only, fee-only Certified Financial Planners (CFPs). He does not sell any products or receive any referral fees. He has a particular interest in working with clients with complex financial planning issues, including Canadian expats in other countries, but works with single people, seniors and families at all planning stages seeking to take control of their financial lives. Jason is a Certified Financial Planner at Objective Financial Partners in Toronto and works via Skype with clients across Canada and internationally. He is also a personal finance columnist for the Financial Post and MoneySense.

RRSP/RRIF

5 reasons you should take early RRSP withdrawals

Jason HeathBy Jason Heath
Investing, Advice, Financial Education, Financial Planning, Personal Finance, Saving

How to avoid behavioural biases that impact you and your advisor

Jason HeathBy Jason Heath
Retirement, Retirement Income

Common investment mistakes by retirees

Jason HeathBy Jason Heath
Retirement Income

Retirement math: Why you may need more (or less) than you think

Jason HeathBy Jason Heath
Retirement, Spending

How much money will you spend in retirement?

Jason HeathBy Jason Heath
Retirement Income, Benefits, Government Benefits, Pension, Retirement, RRSP/RRIF

The retirement income guide for Canadian non-resident expats

Jason HeathBy Jason Heath
Investing, Advice, Financial Planning, Tax

Try not to let capital gains tax prevent selling an investment

Jason HeathBy Jason Heath
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