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What’s Keeping the Wealthy Up At Night?

There are more millionaires in North America than ever before. In fact, the number of Canadian households with over $1 million in assets jumped by 23% in 2021 alone. But being in the ‘millionaires’ club’ is not what it used to be. Chubb–a world leader in insurance–asked 800 affluent North Americans about how they view […]

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You’ve Helped Your Kid Buy a Home . . . Now what?

Over the last decade, we have seen more parents providing financial help to their Gen Z or millennial kids, from covering bills to allowing them to move back home to helping with down payments.  However, helping with these costs seems to be old news. According to Rob Carrick, Personal Finance Columnist with The Globe and […]

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Should Alberta Get Out of the CPP?

Should Alberta exit the Canadian Pension Plan (CPP) to create a pension plan of its own? It is a hot topic that was recently brought to the national stage by an open letter sent by Prime Minister Justin Trudeau to Premier Danielle Smith. In the letter, Trudeau states that he is deeply concerned over the […]

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Are you choosing retirement or is retirement choosing you?

Retiring when you feel physically, mentally, emotionally, and financially ready is the goal. However, that is not an option for everyone. Many people have to retire because of health problems, layoffs at their company, or issues within their family. That got us thinking . . . Does how you leave the workplace predict your happiness […]

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Gift or loan? Why it is important to document your intentions

How do you know if the transfer of money or assets is a gift or a loan? When it comes to moving money within your family, lines can get blurred. In a recent Ontario court case, a father claimed that the $10 million in cash and real estate he had transferred to his adult son […]

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WHY SHOULD YOU COME TO OUR SEMINAR?

Can I afford to retire? Will inflation and volatility ruin my retirement plans? How do I ensure my family is looked after? What happens if I have an unexpected health event? Can I support the lifestyle I want in retirement?

When it comes to preparing for a fulfilling and financially stable retirement, there are so many questions you need answered.

Dave and Faisal’s seminar will give you the practical tools and advice you need to bring your vision for retirement to life. Dave and Faisal cover topics like investment and tax strategies, financial and estate planning, and lifestyle goals to help make sure you’re ready to take the next steps toward retirement.

Sign up for their seminar today!

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