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

• 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)