How a Financial Planner Can Help You Be a Smarter Real Estate Investor with Jason Heath of Objective Financial Partners

Jason Heath is a fee-only, advice-only Certified Financial Planner (CFP) at Objective Financial Partners. He does not sell any financial products whatsoever.

Jason has been providing fee-only, advice-only financial planning since 2001 and is one of Canada’s best-known fee-only financial planners. He is currently a personal finance columnist for the Financial Post and MoneySense. He is also a regular contributor to RetireHappy.ca.

In my interview with Jason, we discuss how rental real estate is taxed, whether you should hold rental real estate in a corporation and how a financial planner can help you evaluate real estate decisions.

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This episode of the Burn Your Mortgage Podcast is sponsored by Properly. Picture this: you want to move to a new place, but something is holding you back: you need to sell your current home. For anyone who’s sold before, selling a home can be a major pain. You’ll have to deal with listing your home cleanings, repairs, and showings. What if you could sell without the hassle, and receive a market value offer for your home? Enter Properly, a real estate technology company that promises to buy your home directly. Properly pairs the accuracy of computer models with the experience of real estate professionals to determine the market price of your home. Properly will make you a guaranteed offer, and allow you to choose your own closing date. If you’d like to see what Properly would pay for your home, visit Properly.ca and complete a short questionnaire.

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