Ask an Expert: Older Investors

Jason Heath, CFP answers all your questions, like if you have a pension, do you need an RRSP? How to withdraw in a tax efficient way? And more.

Ruth Saldanha 24 February, 2021 | 1:50AM
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As we age, our money needs change as well. In our ‘Ask the Expert’ series, we invited our readers to send in questions. The questions are screened, and anonymised. Today, we are focused on questions from older readers. Our expert is Jason Heath. He is a certified financial planner, and a fee-only advisor and managing director at Objective Financial Partners.

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About Author

Ruth Saldanha

Ruth Saldanha  is Senior Editor at Morningstar.ca. Follow her on Twitter @KarishmaRuth.

 
 
 

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