Jason Heath

Choosing a financial planner for retirement can be harder than it should be. A bank employee, investment adviser, insurance agent, and advice-only financial planner may all discuss retirement, but the services they provide and how they are paid can vary s... See more

Clients often ask whether they need to move their investments to work with a financial planner. The short answer is no. If you work with an advice-only financial planner, you can generally keep your existing investment advisor. The planner focuses on fina... See more

Stock markets get all the attention with daily updates and constant analysis. The total value of the Canadian bond market is about 20% larger than the stock market but you rarely hear about it. Despite this, Canadian bond yields influence stock market ret... See more

I have been an advice-only financial planner for more than 20 years. When I started providing fee-only financial planning in 2002, very few people in Canada were doing it. More than two decades later, there are still surprisingly few. So, how many true ad... See more

Can you deduct your cell phone on your tax return? By Jason Heath, CFP on July 9, 2026 Estimated reading time: 4 minutes Can you deduct your cell phone on your tax return? By Jason Heath, CFP on July 9, 2026 Estimated reading time: 4 minutes Cell phone re... See more