Jason Heath @JasonHeathCFP
Fee-only/advice-only financial planner. #PersonalFinance columnist @FinancialPost, @MoneySense, @RetireHappyBlog, @CdnMoneySaver. #retirement #FinancialPlanning objectivefinancialpartners.com Toronto, Ontario Joined October 2016-
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In my latest article for the @financialpost, I explore what the future of CPP and OAS means for your retirement plans. Will these benefits last as Canada’s senior population continues to grow? zurl.co/mlSZ4 #CPP #OAS #RetirementPlanning #FinancialPlanning
What is the CPP death benefit? In my latest for @MoneySense, I explain who qualifies, how much it pays, how to apply, and whether it’s taxable. zurl.co/9HMS8 #CPP #CanadaPensionPlan #FinancialLiteracy #PersonalFinance #EstatePlanning
Tax refunds are common while working due to withholding tax — but things change in retirement. In my latest for @MoneySense, I explain withholding, clawbacks & other surprises retirees should know: zurl.co/kzBRS #CdnTax #RetirementPlanning #TaxTips
Should you sell stocks you inherit? In my latest for @MoneySense, I explain the tax rules, when to sell, and how to decide if keeping inherited investments makes sense for your portfolio. zurl.co/7TJ8q #FinancialPlanning #Stocks #Inheritance
Self-employed? You don’t get the safety net of group insurance. In my latest article for @MoneySense , I break down the coverage you can’t afford to overlook. zurl.co/8LlAA #Insurance #SelfEmployed #IncomeProtection
Dividing assets during divorce isn’t simple — especially when it comes to RRSPs. In my latest @financialpost piece, I unpack tax traps, spousal support, and what really happens to your retirement savings when love ends. zurl.co/YiW1Z #Divorce #RRSP #CdnTaxTips
Many Canadian families, including mine, save for their kids’ post-secondary education with an #RESP account. But how do RESP withdrawals actually work? I explain in my latest for @MoneySense. zurl.co/WBiXK #EducationSavings #PersonalFinanceCanada
Can you move income back and forth between spouses? In my latest @MoneySense article, I break down how investment income and capital gains are reported between spouses—and who reports rental property gains. zurl.co/oVqBy #RealEstate #CdnTax #Tax #TaxPlanning
Many people aren’t taking advantage of the tax credits and government benefits they’re eligible for. In my latest article for @MoneySense , I highlight four that are commonly missed. zurl.co/a0V5H #CdnTax #TaxCredits #FinancialPlanning
Investors are sometimes reluctant to sell a stock because the capital gains tax will be substantial. In my latest @MoneySense article, I share 5 things to think about when a capital gain could be significant, and solutions to consider. 🔗 zurl.co/hHVKn
Investors are sometimes reluctant to sell a stock because the capital gains tax will be substantial. Here are some considerations and solutions, says @JasonHeathCFP. #itpaystoknow #investing #stocks #tax #incometax moneysense.ca/columns/ask-a-…
Can you avoid capital gains tax when inheriting a rental property in your spouse’s name? In my latest @MoneySense article, I break down the key tax and probate implications. Read more here: zurl.co/iSXjq #Taxes #Inheritance #EstatePlanning #FinancialPlanning
A MoneySense reader asks what #tax and #probate implications she might face if she inherits a #rentalproperty held only in her husband’s name. @JasonHeathCFP explains. #itpaystoknow #tax #financialplanning #probate #estateplanning #rentalproperty moneysense.ca/columns/ask-a-…
Thinking of giving your spouse money to invest? In my latest @MoneySense article, I explain why direct gifts may still trigger attribution rules and how RRSPs, TFSAs, and prescribed-rate spousal loans offer more tax-efficient alternatives. zurl.co/WdB07
My latest @financialpost article: Financial planning for the reluctant retiree. If you’re working past 65, whether by choice or necessity, make sure you're not caught off guard by these financial snags. zurl.co/z95ii #RetirementPlanning #Retirement #FinancialPlanning
How much pension does a surviving spouse get in Canada? In this @MoneySense article, I break down how defined benefit and CPP survivor payments work in Canada. zurl.co/vqW7u #Retirement #CanadaPensionPlan #MoneySense
My latest @MoneySense article - RRIF and LIF withdrawal rates: Everything you need to know. zurl.co/hkeSB #RetirementPlanning #RetirementIncome #TaxConsiderations
My latest interview with the @TorontoStar: Amid Trump tariff-induced market bedlam, bonds might just be the safe harbour you need. Here's how to invest: zurl.co/dL4Dw #Investing #Bonds #FinancialPlanning
Canadians used to annual tax refunds may be surprised to owe tax and face benefit clawbacks in retirement. Read more on managing your tax withholding in retirement in my latest @MoneySense article. zurl.co/pU5UU #RetirementPlanning #FinancialPlanning #Retirement
My latest @financialpost article: Hidden risks for Canadians planning to downsize their retirement. zurl.co/downsizing #RetirementPlanning #FinancialPlanning #Downsizing #CanadianRealEstate

Jason Pereira @jasonpereira
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Stephen Punwasi 🏚�... @StephenPunwasi
85K Followers 887 Following Finance & tech guy. Co-founder @BetterDwelling. You’ve probably read something I wrote.
Mark McGrath @MarkMcGrathCFP
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CutTheCrapInvesting @67Dodge
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Martin Pelletier @MPelletierCIO
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Mark Seed @myownadvisor
12K Followers 4K Following Husband. Financially Independent. Founder of #FIWOOT. DIY investor providing low-fee retirement income reports. Former 2-handicap. 67s and Sens fan.
Jason Watt.CAD @JasonWattBCC
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Aaron Hector, R.F.P.,... @AaronHectorCFP
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Markus Muhs @CGWM_Muhs
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Rob Carrick @rcarrick
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David O’Leary, CFA @DavidPOLeary
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Jimmy @Jimmykk918
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BuyForLife🇺🇸 @Mooitui317
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OilTradesNow🇺🇸 @Olariku694971
45 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Tyler Pfeiffer - Cert... @TpfeifferCFP
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MD @BKiiLeyufTBW
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The Great Illuminati ... @elighthy53356
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Anton Okmyanskiy @antonoki
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grouchy @grouchy7075
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Breadman @MariaHe81053038
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sue99 @nobodyabc123
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bdqcmh @bdqcmh
402 Followers 3K Following “Never, ever tell anyone about your problems, 90% of the people really don't care. The other 10% are glad you have them." - Charlie Munger
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Joanna @J_Kirkwood
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481 Followers 6K Following My heart speaks the language of love 💕. Can you hear it?
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Masterplan @NextDerivative
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Mikey @MrHoneyTongue
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Reader96855068 @Reader96855068
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Alexandra Boland @AlexandraBoland
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greg schierbeck @SchierbeckGreg
29 Followers 160 Following I turned down the role of Cole Trickle in days of thunder, so Tom Cruise would get a chance at stardom!
Ron Butler @ronmortgageguy
101K Followers 1K Following The big, old, overly opinionated mortgage broker is worried about the future of housing for average Canadians
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Stephen Punwasi 🏚�... @StephenPunwasi
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Steve Saretsky @SteveSaretsky
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Mark McGrath @MarkMcGrathCFP
21K Followers 2K Following I help Canadian physicians treat financial uncertainty. CFP®, CIM®. DM's are always open. New book out now - grab a copy below ⬇️
CutTheCrapInvesting @67Dodge
9K Followers 4K Following World's best Dad. Husband still in training. Chief Retirement Officer at Retirement Club. Chief Disruptor and investment coach @ Cut The Crap Investing blog
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49K Followers 2K Following Canadian housing/macro/credit...occasionally tweets about fishing. Founder of North Cove Advisors and @EdgeREAnalytics. DMs open. Equal opportunity blocker.
Martin Pelletier @MPelletierCIO
63K Followers 4K Following Senior PM @TriVest_WAPC | CFA Charterholder | Invest Pro Columnist @fpinvesting | Risk-Managed Investing | Market Strategy | Views my own | No checkmark not me
Mark Seed @myownadvisor
12K Followers 4K Following Husband. Financially Independent. Founder of #FIWOOT. DIY investor providing low-fee retirement income reports. Former 2-handicap. 67s and Sens fan.
John Pasalis @JohnPasalis
39K Followers 548 Following All things Toronto real estate - President and Broker of Record at @RealosophyRE Ideas at @movesmartly
Jason Watt.CAD @JasonWattBCC
2K Followers 2K Following Free Office Hours: https://t.co/KluLKdjYCG for Core Curriculum students https://t.co/PF1Q2nkkfO for Adv Curr students https://t.co/J5euC3Vmc3 for Exam Prep
Aaron Hector, R.F.P.,... @AaronHectorCFP
8K Followers 431 Following Passion for personal finance, innovative ideas & the well being of my clients. Founder of TIER Wealth in Calgary. President of the IAFP.
Markus Muhs @CGWM_Muhs
3K Followers 511 Following Senior Portfolio Manager & CFP® Professional serving families in AB, BC, ON, MB, PE, NU | #YEG | #Rotary | https://t.co/x9DHfRrrfW
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Morgan Housel @morganhousel
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1K Followers 73 Following Seeking good financial choices with an increasing emphasis on simplicity.
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Mark Carney @MarkJCarney
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Barron's @barronsonline
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Investors.com @IBDinvestors
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MSCI @MSCI_Inc
28K Followers 1K Following An independent provider of research-driven insights, tools & #indices for investors, based on over 50 years’ academic research & real-world experience.
Tim Edwards @drtimedwards
539 Followers 381 Following Sign up for our daily note: https://t.co/Nl5PnLZudx. All tweets my own and not representative of S&P DJI. Disclaimer here: https://t.co/fzDBPxzDJn.
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558 Followers 240 Following A leader in Total Financial Wellness. BrightPlan is the trusted solution built to lead employees to financial success on their own terms at every stage of life.
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Tim @TimurNegru
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Cristina Tenaglia @ctenaglianews
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Rick Steves' Europe @RickStevesEur
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Rick Steves @RickSteves
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Michael McCullough @sonofaboar
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Kim G C Moody @KimGCMoody
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Stefania Di Verdi @stefaniadiverdi
504 Followers 1K Following Senior Director, Content Strategy @stjoseph | Wife, Mother, Daughter, Sister, Aunt, Friend to Women Everywhere
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FP Alpha @_FPAlpha
870 Followers 2K Following Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans.
Tim Hewson @tim_hewson
204 Followers 416 Following CEO of the @legalwills group of companies Dad, husband, business owner, food lover, runner, music creator, compulsive reader, craft beer drinker (on hiatus)
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Global Property Guide @GlobalPropGuide
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Hannah McVean, CFP® @HannahMcVeanCFP
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Mr Family Office @MrFamilyOffice
53K Followers 598 Following Insights, news, and lessons from the Family Office world Sign up for the newsletter 👨👩👧👦📈🚀
AdvisorStream - Digit... @AdvisorStream
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Vision Systems Corp. @VisionSystemsCo
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SideDrawer @sidedrawerinc
34 Followers 49 Following A secure vault that improves the client document management experience and results in advisor productivity.
Stuart Rudner @RudnerLaw
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TaxPage @Taxpage_com
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The Real Estate Inves... @reincanada
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David Coletto 🇨�... @DavidColetto
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Perceptive Group @PerceptiveGroup
1K Followers 5K Following Ottawa based litigation support and financial consulting firm recognized for our work in financial forensics, valuations and law.
ZoomerRadio @zoomerradio
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Meghaan Lurtz, Ph.D. @MeghaanL
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