Episode #43 “The Evolution of The Financial Plan”

With Jason Heath | CFP | Fee-Only / Advice-Only Financial Planner at Objective Financial Partners Inc


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, MoneySense, and Canadian MoneySaver, and is regularly featured in other publications like the Toronto Star and Globe & Mail.


  • What is fee-only financial planning?
  • Why communicating and educating should be central to all financial plans
  • The actual value of a financial planning
  • The value of being financially organized
  • How financial planning provides peace of mind for consumers
  • Why connection is so important when working with a financial planner.
  • What trends are coming for the financial planning industry
  • We hear Jason’s perceptive on cryptocurrency
  • Jason shares his perspective on the real estate market


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