Taxes

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

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…

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

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…

Growth, Health, Income, Legacy, Lifestyle, Taxes • October 26, 2023

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…

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…

Income, Lifestyle, Taxes • August 23, 2023

Higher Taxes For Selling Real Estate?

You know what they say . . . the only sure things in life are death and taxes. And while tax consistently affects nearly every aspect of our lives, the rules surrounding taxes change almost every year. We recently had Managing Director of Tax and Estate Planning at CIBC Jamie Golombek on the show to…

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.

How Do You Want to Be Remembered?

Let’s Talk About Risk

Should Alberta Get Out of the CPP?

Time is money

10 Reasons Why the Wealthy Want Insurance

“Retirement is like buying a home.”

Higher Taxes For Selling Real Estate?

Danielle Smith Interview: Legacy Bucket and Estate Planning

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