Whether you want to advance medical research, protect the environment, support the arts, or help the people who need it in your community and around the world, giving back speaks to who you are and the values you hold. But did you know that there are more strategic and tax-efficient ways to support the causes…
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…
According to a recent survey, nearly one in three expatriates are seriously considering renouncing their U.S. citizenship (source). Renouncing citizenship is a complicated process, and that is why More Than Money Radio invited Azam Rajan, Foreign Legal Consultant with Bordera Tax and Immigration Law, to share his expertise on the show. Over the past several…
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…
What comes to mind when you hear the word ‘insurance’? That car accident you got into when you were a teenager? Fighting with the insurance company over a claim for damage to your home? The medical hoops you jumped through to get life insurance? When you are younger, insurance represents protection at best. If you…
A tax-free savings account is, by definition, well . . . tax free. But there is a scenario in which your account can be taxed 1% per month. How is this possible? The answer is in the event of over contribution. In 2022, the government of Canada received $132 million in over contribution penalties. (Source: The…
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…
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…
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…
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…
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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.