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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, 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…

Uncategorized • September 16, 2022

World Alzheimer’s Month – Breaking down stigmas and opening the conversation

Dementia is one of the most feared health conditions of our time, surpassing heart disease, stroke, and even cancer1. According to a recent study done by the Alzheimer Society Canada, an estimated 500,000 Canadians were living with dementia in 2020. This number is expected to reach 1 million by 2030 and 1.7 million by 2050.…

Uncategorized • September 15, 2022

Are you a Snowbird? Make sure you don’t get stuck abroad!

Many Canadian snowbirds are preparing to head down south for the first time in over two years. But you will likely find that the COVID-19 pandemic has changed the way you travel internationally. So how can you avoid getting stuck abroad, or worse losing money? We recently spoke with Omar Kaywan, co-founder of Goose Insurance…

Uncategorized • January 15, 2019

EVENT: Simple Ways To Reduce Your Taxes And Grow Your Investments

Faisal Karmali will be part of a group of professionals taking your questions about taxes, investing, and your finances. At Simple Ways To Reduce Your Taxes And Grow Your Investments, Sharon Numerow and Fasial Karmali will break down how easy it can be for anyone to take control of their taxes and investments. No matter the…

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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!

Uncategorized

Let’s Talk About Risk

Time is money

World Alzheimer’s Month – Breaking down stigmas and opening the conversation

Are you a Snowbird? Make sure you don’t get stuck abroad!

EVENT: Simple Ways To Reduce Your Taxes And Grow Your Investments

Listen Now

As Seen On

ARE YOU TRULY PREPARED FOR RETIREMENT?

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More Than Money

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