Jason Heath

Jason Heath

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Jason Heath is a certified financial planner and the managing director of Objective Financial Partners. He has extensive experience in the financial industry, where he has witnessed and adapted to significant changes in investment habits among Canadians. Heath has noted a shift from the traditional RRSP season, characterized by a rush of contributions before the March deadline, toward a more consistent approach of year-round investing. He advocates for regular contributions as a means to mitigate market timing risks and enhance compound growth, emphasizing the importance of aligning investment strategies with individual financial goals.

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Recent news mentions

Jason Heath suggested a simpler approach for investors to focus on maintaining and rebalancing portfolios.

With gold and silver’s wild swings, what’s a safe haven?
The Globe and Mail·CanadaCanada· 2026-02-02
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Jason Heath is the managing director of Objective Financial Partners and discusses the benefits of Ontario's new pay transparency law for financial planning.

Ontario’s new pay transparency rules could be a big win for your financial plan
The Globe and Mail·CanadaCanada· 2026-01-18
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Jason Heath is the managing director of Objective Financial Partners and discusses the appeal of reverse mortgages for retirees.

A new reverse mortgage is promising indebted retirees the same rate for life
The Globe and Mail·CanadaCanada· 2025-11-16
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Jason Heath is the managing director of Objective Financial Partners.

More retirees are turning to reverse mortgages to help their kids with down payments. But is it worth the risk?
The Globe and Mail·CanadaCanada· 2025-08-21
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Jason Heath is the managing director of Objective Financial Partners in Markham, Ont.

Canadian investors ditching U.S. stocks at record pace as they seek ‘significant derisking’
The Globe and Mail·CanadaCanada· 2025-07-09
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Dave Jones
Dave Jones

Jason Heath is a fee-only certified financial planner based in Toronto who highlights the common fears of losing high-salary jobs among senior executives.

Stress-test your retirement: Four smart moves to make now
The Globe and Mail·CanadaCanada· 2025-05-22
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Doug Nelson
Doug Nelson
Ian Wood
Ian Wood

Jason Heath is a managing director of Objective Financial Partners who advises Canadian investors on their U.S. stock exposure.

Global investors have ditched U.S. stocks amid market volatility. Should Canadian retirees follow suit?
The Globe and Mail·CanadaCanada· 2025-04-26
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David Field
David Field

We asked Jason Heath, an advice-only financial planner at Objective Financial Partners Inc. of Markham, Ont., to look at Steffen and Jennie’s situation.

With health issues looming, how can Steffen, 60, and Jennie, 57, optimize their savings?
The Globe and Mail·CanadaCanada· 2025-03-29
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Jason Heath is the managing director at Objective Financial Partners and discusses the implications of blind trusts.

What’s the definition of a blind trust? Understanding the legal arrangement of Mark Carney, and others
The Globe and Mail·CanadaCanada· 2025-03-20
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Jason Heath discusses the gender pension gap and its implications for retirement savings.

Canadians plan on contributing less to their RRSPs this year. For young women, it’s even harder to save
The Globe and Mail·CanadaCanada· 2025-02-22
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Jason Heath is a certified financial planner and managing director of Objective Financial Partners in Markham, Ont.

RRSP loans: Should you borrow to contribute?
The Globe and Mail·CanadaCanada· 2025-02-17
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Jason Heath said most of his clients contribute to their RRSPs throughout the year.

The slow death of RRSP season
The Globe and Mail·CanadaCanada· 2025-02-11
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