ESTATE PLANNING, RETIREMENT
Jason Heath
Objective Financial Partners Inc.
About Jason
Jason's Videos
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.
FINANCIAL AND ESTATE PLANNING
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.
FINANCIALS
RETIREMENT
Jason 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. 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.
Tune in to learn about best tax practices for ETF investors, tax and withholding tax payable by investors in different accounts, tax implications of decumulating retirement savings, investment asset allocation in retirement, and advanced estate strategies with ETFs.
TAXES