Legacy

Growth, Income, Legacy, Lifestyle • October 5, 2023

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…

Growth, Health, Income, Legacy, Lifestyle, Taxes, Uncategorized • October 3, 2023

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…

Growth, Health, Income, Legacy, Lifestyle, Taxes • September 21, 2023

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…

Growth, Health, Income, Legacy, Lifestyle, Taxes • August 31, 2023

“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…

Legacy, Taxes • April 16, 2018

Danielle Smith Interview: Legacy Bucket and Estate Planning

Listen to Dave & Faisal's most recent appearance on the Danielle Smith show, as they answer questions from Danielle about estate planning, the legacy bucket, and how to cope with some of the tricky situations that come up, both within your family and from outside sources like taxes.

Legacy • April 13, 2018

Legacy Bucket: Beyond Estate Planning

Learn more about the Legacy Bucket as Dave Popowich, host of More Than Money Radio and Portfolio Manager at the Popowich Karmali Advisory Group, CIBC Wood Gundy, explains why it is so important, even during your lifetime. Dave appeared on CTV Morning Live to chat with Jefferson Humphreys about the impact of a well-planned legacy…

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More Than Money

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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!

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

Time is money

10 Reasons Why the Wealthy Want Insurance

“Retirement is like buying a home.”

Danielle Smith Interview: Legacy Bucket and Estate Planning

Legacy Bucket: Beyond Estate Planning

Listen Now

As Seen On

ARE YOU TRULY PREPARED FOR RETIREMENT?

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