Blog Hero

Health

Listen Live

Setting yourself up for success in 2024

A new year is a great time to reflect and set goals for the year ahead. If one of your resolutions is to retire in 2024, congratulations! In our experience as portfolio managers, there are four main areas that people who are approaching or living in retirement are concerned about: growth, income, healthcare, and legacy. […]

Read More… from Setting yourself up for success in 2024

Myths vs. Realities

It has been a wild two years. Post-pandemic uncertainty. Volatile markets. Geopolitical risk. It’s no wonder people are experiencing fear. However, when you make investment decisions based on emotions rather than on strategy, it can cause your retirement plans to go off the rails. The best way to fight fear is with facts. We want […]

Read More… from Myths vs. Realities

How Do You Want to Be Remembered?

Matthew Perry passed away in his Los Angeles home last month. While many are remembering the star for his role as Chandler Bing on the hit TV show Friends, others are recognizing him for his commitment to helping people recover from addiction. The actor, who had his own struggles with drugs and alcohol, said in […]

Read More… from How Do You Want to Be Remembered?

Let’s Talk About Risk

Are you frustrated by the markets? We are too. It has been a long time since anybody saw much growth in their portfolio. And there has been no place to hide. The markets have not been kind to investors who have taken an active approach, and those who have been conservative have not fared much […]

Read More… from Let’s Talk About Risk

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 […]

Read More… from Should Alberta Get Out of the CPP?

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 […]

Read More… from Are you choosing retirement or is retirement choosing you?

Time is money

The average person spends more time working than doing any other activity, unless you count sleeping. Working is important; it gives us the money we need to meet our basic needs and support our families. However, we can get so focused on climbing the corporate ladder, earning a paycheque, and socking money away for retirement […]

Read More… from Time is money

10 Reasons Why the Wealthy Want Insurance

It’s a myth that as your wealth increases, the need for insurance decreases. The fact is the more you have, the more you have to lose. Wealth can insulate you against many of life’s uncertainties, but insurance can do so much more than protect you from risk. It can play a crucial role in minimizing […]

Read More… from 10 Reasons Why the Wealthy Want Insurance

“Retirement is like buying a home.”

“Retirement is like buying a home.” If you are in the process of purchasing a home, one question that is likely on your mind is ‘What kind of mortgage payments can I afford?’.  If you are thinking about retiring, you may be asking ‘How much income do I need?’ and ‘Will my investments and other […]

Read More… from “Retirement is like buying a home.”

If You Could Live to 200, Would You?

Join us on a thought experiment: Imagine there was a pill you could take today that would allow you to live until age 200. But instead of experiencing the normal aging process, it would keep you perfectly healthy until you died peacefully in your sleep. Would you take it? Your first thoughts may be a […]

Read More… from If You Could Live to 200, Would You?

Listen Now

More Than Money

How does the 2024 Federal Budget impact you?

As Seen On

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!

instagram facebook facebook2 pinterest twitter google-plus google linkedin2 yelp youtube phone location calendar share2 link star-full star star-half chevron-right chevron-left chevron-down chevron-up envelope fax