Objective Financial Partners Inc.

Starting a family?
Jason Heath shares 3 important financial planning areas to focus on for new Canadian parents in his latest video.
Whether you're expecting your first child, planning parental leave, or thinking ahead about your family's financial future, these practical tips can help you feel more prepared.
Watch the video here:🔗
https://www.youtube.com/watch?v=zQfgrKweGbY

3 Money Moves Every New Parent Should Make in Canada - Jason Heath Objective Financial Partners Inc. Starting a family in Canada? Here are 3 important financial planning areas to focus on before and after your first child arrives.In this video, we cover:✔️ H...

Wondering what to do with your Canada tax refund in 2026? Check out Thuy Lam’s interview in InsideHalton.

For many Canadians, a tax refund is an opportunity to reset financial priorities.

Thuy shares practical ways to make the most of your refund — whether that means paying down debt, building savings, or investing for the future.

With rising living costs continuing to put pressure on household budgets, thoughtful financial decisions today can have a meaningful long-term impact.

🔗https://lnkd.in/gUS8MkNS

Many retirees are frustrated by tax balances owing on April 30 and the subsequent instalment requests from the Canada Revenue Agency.

If you want to understand what drives tax owing in retirement, why it may not be as bad as it sounds, and what you can do it about . . . read Jason Heath's latest in the Financial Post.

https://lnkd.in/gb7FCuCe

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In your 30s and wondering whether to prioritize your RRSP, TFSA, or debt repayment?
Is the emotional benefit of debt reduction just as important as the math?

The truth is… it depends. Jason Heath shares some of the key considerations when deciding where to prioritize your money.

🔗 Watch the full video here:
https://zurl.co/TI2PL

RRSP vs TFSA vs Paying Off Debt: What Should You Prioritize in Your 30s? Jason Heath, CFP Canada You may be wondering where your next dollar should go when you're i...

Received a CRA instalment reminder? It may not mean you actually need to pay that amount.

In his latest for MoneySense, Jason Heath breaks down when tax instalments are required, when they can be reduced, and how to avoid unnecessary interest and penalties.

Read the article: https://zurl.co/4d3UJ

Should you pay your tax instalment payments? Tax instalments can be confusing. Learn how the CRA calculates quarterly payments, when you can adjust them, and how to avoid interest and penalties.

Most people think of their CRA My Account as something to check once a year.

In Jason Heath's article for MoneySense, he walks through 5 key things to review, including a few that often get overlooked.

From uncashed cheques (yes, there are billions sitting unclaimed) to important tax and benefit details, your account can reveal opportunities and help prevent costly surprises.

Taking a few minutes to review it could mean:
✔ Finding money you didn’t know you had
✔ Catching errors before they become problems
✔ Staying on top of your financial picture year-round

Read the full article here: https://zurl.co/accrf

5 things to check in your CRA My Account Your CRA My Account may hold uncashed cheques, credits, and tax info you’ve missed. Here are 5 key areas to get familiar with.

Thinking about moving abroad or spending extended time outside Canada? There’s more to consider than just packing your bags. 🛄

In this conversation, Jason Heath and Brenda Hiscock, CFP discuss some of the biggest financial planning questions Canadians face when relocating overseas, including:
• Tax residency rules
• Departure tax
• RRSPs & TFSAs as a non-resident
• Snowbird considerations
• Investment and insurance planning abroad

Whether your move is temporary or permanent, planning ahead can help you avoid costly surprises later.

🔗 Watch the full video here:

https://youtu.be/JD1WCwPmXtQ?si=ZJQ_BTqcl41ufSvS

Moving Abroad? What Canadians Need to Know About Taxes & Residency - Brenda Hiscock, Jason Heath Thinking about moving abroad or becoming a non-resident of Canada? In this video, Jason Heath and Brenda Hiscock discuss key financial and tax considerations...

Caring for aging parents while supporting children can put pressure on both finances and emotional wellbeing.

Nancy Grouni’s recent article for Canadian MoneySaver looks at the realities many Canadians in the “sandwich generation” are facing and how thoughtful financial planning can help families prepare.

https://www.canadianmoneysaver.ca/articles/3958

Finances In The Sandwich Years: How To Balance Caring For Kids And Parents At The Same Time, Both Financially And Emotionally - Canadian MoneySaver For many Canadians, midlife brings a unique kind of pressure, and it’s not always talked about openly, yet affects millions. Children may still need financial or emotional support as they navigate school, early careers, or the high cost of housing. At the same time, aging parents may begin to rely...

Brenda Hiscock, CFP, Advice-Only Certified Financial Planner at Objective Financial Partners Inc., contributed her expertise in a recent The Globe and Mail article, "I’m a retiree thinking of leaving Canada. What will happen to my CPP, OAS and work pension?" (note: the article is behind a paywall).

As Brenda notes in the article, working with a CFP professional can help you determine whether your desired lifestyle and spending goals are sustainable without depleting your resources throughout retirement. Relocating in retirement can be complex, especially when considering departure tax, withholding tax, and other financial considerations.

Our team of professionals, including Brenda, is here to help make the process as smooth as possible. Don’t hesitate to book a complimentary introductory call to learn how we can help: https://zurl.co/qkC1J

🔗 https://zurl.co/M2X1R

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Are you in your 50s? For many 50-somethings, you're in a 10 year (or less) countdown to retirement. 🥳

Jason Heath shares a number of steps to take to make sure you're on track to be financially independent.








https://zurl.co/Sw3Ia

10-Year Countdown to Retirement (What to Do in Your 50s) - Turn uncertainty into a clear plan. If you're in your 50s, you're entering a critical 10-year countdown to retirement. The decisions you make now can shape your financial future for decades.In ...