Jason Heath

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

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

Tax News

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

Tax News

My focus is to help clients and their advisors achieve the best after-tax returns, because at the end of the day, that’s what their financial plans are based on and that’s the money they can actually spend. Good returns aren’t good for much if they’re not tax-efficient.

By Jason Heath |September 14, 2011

2 min read