ESTATE PLANNING, RETIREMENT

Jason Heath

Managing Director,

Objective Financial Partners Inc.

About Jason

Jason Heath is a certified financial planner with Objective Financial Partners in Markham, Ontario. He is also a personal finance columnist for the Financial Post, MoneySense, and Canadian MoneySaver, and a frequent media contributor. He has practiced as a fee-only financial planner for over 20 years—one of the few, true advice-only financial planners in Canada. He does not sell any financial products—just his time—and specializes in financial planning strategy with a focus on retirement, tax, investment, and estate planning.

Jason's Videos

Financial Planning for Parents and Grandparents

Providing financial support to your children and grandchildren can be a very rewarding experience. But how can that best be done? In this presentation, learn how best to invest in your children’s and grandchildren’s educational and financial future to ensure that your gifts align with both your individual and family goals.

Jason Heath

FINANCIAL AND ESTATE PLANNING

28:43

Planning Strategies for High-Net-Worth Investors

High-net-worth investors may have unique planning considerations and opportunities. These can range from financial planning to taxation to estate maximization. In this session, we will explore some of the things that high-net-worth investors should be considering for 2024 and beyond to keep more of their assets during their lives and upon their deaths.

Jason Heath

FINANCIALS

28:39

Retirement and Estate Planning for Canadians

Tune in with Jason Heath and Maria Tanel to learn about retirement planning tips for different retiree profiles, how traditional financial advice can reduce both your retirement income and estate value, the best tax practices for maximizing an estate's value, which assets are subject to probate, how to ensure you have a probate-ready estate to leave to your executors, and power of attorney and will considerations.

Jason Heath

RETIREMENT

37:32

Jason Heath

About Jason

Jason's Videos

MoneyShow Masters Symposium Dallas