Jason Heath

Decorative pattern

Tax returns reveal a lot about clients

Your client’s tax return can tell you a lot. It can tell you about support payments she’s making to her former spouse, what sports her kids play or what charities she supports.

By Jason Heath |April 15, 2013

2 min read

Decorative pattern

Planning and Advice

How to win referrals

Retirees taking RRIF withdrawals, or those with even modest non-registered accounts, are likely to have enough untaxed income to be called upon by the CRA to pay quarterly tax instalments.

By Jason Heath |May 17, 2012

3 min read

Decorative pattern

Turn losses into lemonade

Investment advisors generally don’t aim to generate capital losses. That said, strategically realizing capital losses and using them to a client’s advantage can be a prudent approach.

By Jason Heath |September 29, 2011

3 min read

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