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Planning Strategies for High-Net-Worth Investors

Released on Tuesday, November 28, 2023•FINANCIALS

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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

Objective Financial Partners Inc., Managing Director

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.