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Health, Lifestyle •

The secret to staying injury-free as you age

Think way back to grade-school gym class. Remember the line sprints, the side shuffles, the hurdles? Depending on your younger self’s level of athleticism, you may have thought these drills were designed to torture you. But they were actually designed to develop your agility. Agility is the ability to start, stop, or change direction without…
Lifestyle •

How To Be Resilient In Retirement

Change is inevitable. It is one of the only things we can count on in life. But change comes with some measure of uncertainty, and uncertainty often causes fear. As portfolio managers, we have dedicated our careers to helping our clients navigate one of the biggest changes of their lives: retirement. And in our experience,…
Insurance, Lifestyle •

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…
Growth, Health, Income, Legacy, Lifestyle, Taxes •

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…

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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:

  • 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!

Sign Up Today
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