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Top 3 Scams Seniors should be mindful of in 2024

Guest Post: Alberta Securities CommissionJune 15 is World Elder Abuse Awareness Day, a time when the Alberta Securities Commission (ASC) is encouraging older Albertans and their friends and family to recognize the signs of elder financial abuse and fraud. Investment fraud continues to be the most prevalent form of fraud across Canada with seniors often…
Fraud •

Crypto: What’s the Risk and How to Protect Yourself

Despite the controversy surrounding cryptocurrency, its popularity is on the rise. A recent study by KPMG found that Canada's investment sector has actually been warming up to crypto in recent years. However, the potential for higher returns also comes with the risk of significant losses, not to mention it is an easy target for scammers.…

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More Than Money

Are you worried about running out of money in retirement?

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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:

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  • 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.

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