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Capital Gains Changes: Impacting Taxpayers and Business Owners

Since the proposed federal budget was released in April, there has been a lot of talk about what the changes—particularly to capital gains tax—will mean for Canadians. For entrepreneurs thinking about retirement, the process will be a lot more complicated than simply notifying their employer that they will be leaving the company. Many business owners…

How Does the 2024 Federal Budget Impact You?

The 2024 federal budget was recently released and it includes a number of proposed tax changes. The change to capital gain tax is one topic that has prompted much debate and anxiety. We want to cut through the noise and explain what is happening, how it could potentially impact you, and what you can do…

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More Than Money

What place should dividend paying stocks have in your portfolio?

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

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