Jason Heath

You're wealthier if you have $1 million and spend $25,000/year than if you have $1 million and spend $100,000. It's also easier to save $1 million if you spend $25,000/year than if you spend $100,000. #Wealth is less about how much you have and more about how much you need.

Own a Canadian rental property as a non-resident? The tax rules can get complicated fast, especially with withholding taxes, filing options, and potential refunds. Here’s what you need to know 👇 zurl.co/YwGCk #RealEstate #TaxTips #CdnTax #PersonalFinance #Taxes

@aron_lee_1980 Make saving an expense. Part of your budget. Invest for the long run. Avoid fads or speculating on investments. Some people get rich quick but not many. Most people get rich slow.

@aron_lee_1980 Spending less than you earn is the most important thing. When you don’t earn much, that may be tough, and you may not save anything when young. But lots of people who earn a lot suffer from lifestyle creep and don’t save either. Their income is high, but they can’t get wealthy.

You're wealthier if you have $1 million and spend $25,000/year than if you have $1 million and spend $100,000. It's also easier to save $1 million if you spend $25,000/year than if you spend $100,000. #Wealth is less about how much you have and more about how much you need.

Thinking about claiming capital cost allowance on your rental property? My latest @MoneySense article explains how CCA works, what you can claim, and the long‑term tax implications. 🔗 zurl.co/KmtY8 #CdnTax #RentalProperty #TaxPlanning #RentalIncome #IncomeProperty

Crypto investors in Canada: do you know how it’s taxed? 🤔 From capital gains to overseas income, your digital asset moves may trigger tax implications. I break it down in my latest for @MoneySense: zurl.co/YZDrF #CryptoTax #CryptoCanada #CdnTax #PersonalFinance

Inheriting an IRA or 401(k) as a Canadian? 🧾💡Learn how IRA & 401(k) inheritances work for spouses vs. non-spouse beneficiaries — and what tax rules apply. ➡️ Read more in my latest for @MoneySense: zurl.co/Ba9zK #CrossBorderTax #Inheritance #IRA #401k

In my latest for @MoneySense, I explain how to properly unwind a spousal loan and avoid costly tax surprises if it is forgiven. It’s trickier than it sounds 👀 zurl.co/d9uxD #TaxPlanning #PersonalFinance #CanadianFinance #FinancialTips #CdnTax

In my latest for @MoneySense, I break down how to prepare taxes when someone dies — from notifying the CRA to final returns and clearance certificates. Key steps to help navigate the process. 👇 zurl.co/vme1e #CRA #CdnTax #EstatePlanning #TaxTips

Wondering how rent from a family member or common‑law partner is taxed? I break down when it’s rental income vs cost-sharing and what the CRA looks at. Read more in my latest for @MoneySense. 👉 zurl.co/ighlv #CanadianTaxes #RentalIncome #CommonLaw #PersonalFinance

Curious whether you can save tax by transferring your severance into a corporation? 🤔 The answer might surprise you. Learn when it does and doesn’t make sense in my latest for @MoneySense. zurl.co/GIoot #PersonalFinance #TaxPlanning #FinancialPlanning #CdnTax

Shareholder loans are one of the most misunderstood areas for incorporated business owners. In my latest for @MoneySense, I outline the key tax considerations and planning opportunities for owner‑managers. zurl.co/sV9p5 #CDNTax #TaxTips #ShareholderLoans

Thinking about relocating to Québec? The province’s tax system is structurally different from the rest of Canada. In my latest for @MoneySense, learn what you need to know before making the move. zurl.co/SZZzL #PersonalFinance #Quebec #FinancialPlanning #CdnTax

New year = new TFSA room. In my latest article for @MoneySense, I break down how to make the most of your tax-free savings in 2026! 💸 Read here 👉 zurl.co/6O91a #TFSA #MoneyTips #PersonalFinance #Canada #Investing #FinancialPlanning

Thinking about putting your home in a trust? It can avoid probate, but legal and accounting costs may outweigh savings. Read more in my latest for @MoneySense: zurl.co/Nu0IX #EstatePlanning #Trusts #CdnTax #FinancialPlanning #Canada

Charitable donations can support causes and reduce your taxes. In my latest @MoneySense article, I explain the tax implications of giving in Canada and simple strategies to maximize tax savings. zurl.co/68Jgq #PersonalFinance #TaxPlanning #CdnTax #TaxTips

Thinking about buying back pension service? It can boost your retirement income but is it the right move? I explain what to consider in my latest @MoneySense piece. zurl.co/Bw3RB #RetirementPlanning #CDNfinance #Pensions

Made a mistake on a previous tax return? The CRA’s updated Voluntary Disclosures Program (VDP) may help you avoid penalties and interest. In my latest @MoneySense article, I explain who qualifies and what changed on Oct 1, 2025. 🔗 zurl.co/2wpA2 #CDNTax #CRA #TaxTips

🏡 In my latest for @MoneySense, I look at how parents can help their kids keep the family home after they’re gone. A trust can leave them the property and funds for upkeep, but it’s just as important to ask if they want to keep it. zurl.co/NhQFx #EstatePlanning

In my latest for @MoneySense, I spoke with David Chilton. The @wealthy_barber returns for 2025 with timeless money lessons, updated for today’s costs, new investment tools, and a new generation learning to "pay yourself first". zurl.co/Jsqgu #PersonalFinance #Indigo

2025 trust & bare trust tax filings in Canada: CRA updates, exemptions & T3 deadlines. Learn what you need to know in my latest for @MoneySense. zurl.co/Jv3W6 #CdnTax #PersonalFinance #Trusts #TaxPlanning