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Retirement Planning and Pitfalls

February 27, 2021 | All Growth Health Income Legacy Lifestyle Taxes

Hear about a few things you may not have considered! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with CIBC’s Deputy Chief Economist, Benjamin Tal, about whether the government is likely to raise taxes this year. Then learn about spending part of your retirement on a private yacht […]

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Selling Your Business To Retire?

February 20, 2021 | All Growth Income Legacy Lifestyle

Find out where to start! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Elizabeth MacRae, President and Certified Exit Planning Advisor at Commercial Ventures, about where to start and what to remember if selling a business is part of your retirement plan. Then, don’t fall victim to […]

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Planning Your Finances For Retirement

February 13, 2021 | All Growth Health Income Legacy Lifestyle Taxes

Hear about some of the common questions! Join Dave, Faisal and Andrew on More Than Money this Saturday at 3pm, as they chat with Andrew McCreath, President and CEO of Forge First Asset Management and BNN host, about some of the recent trading activity in the markets that has been making headlines. Then, hear from […]

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Are You Hurting Your RRSP by Focussing On Your TFSA?

February 6, 2021 |

Find out what to consider when deciding where your contributions go! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with CIBC’s Jamie Golombek about how to decide what contributions you should make, and whether a TFSA or RRSP is more important for you. Then, have you ever dreamed […]

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Is The Gamestop Short Selling Situation Impacting Your Investments?

January 30, 2021 | All Growth Health Income Lifestyle Taxes

Find out what’s going on with BNN’s Andrew McCreath! Join Faisal and Andrew on More Than Money this Saturday at 3pm, as they chat with BNN host and hedge fund manager Andrew McCreath as he explains the situation in the US markets, how it could impact Canadians, and what caused it to happen. Then, find […]

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Can Dividends Hurt Your Investments?

January 23, 2021 | All Growth Income Lifestyle Taxes

Plus, find out whether the government is likely to raise taxes this year! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Manulife Investment’s Chuck Tomes about dividends, how they are likely to perform this year, and whether they can actually hurt your investments. Plus, don’t miss CIBC’s […]

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Investment Considerations For 2021

January 16, 2021 | All Growth Health Income Legacy Lifestyle

Hear what you should take into consideration when investing this year! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Manulife Investment’s Chief Investment Strategist, Philip Petursson, about what he’s watching in 2021, and what you could learn for your portfolio. […]

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Planning to Retire in 2021?

Hear about the best places to live in retirement! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Dan Prescher, Senior Editor at InternationalLiving.com, about their list of the top places in the world to retire – and how you can retire to one of these fantastic destinations! […]

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Planning For Retirement Success

January 2, 2021 |

Hear about a few areas where you have more planning control than you think! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they share some great tips about areas of your financial life where you have more planning control than you think. They chat with lawyer Suzana Popovic-Montag of Hull […]

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Save On Taxes and Protect Your Family

December 26, 2020 | All Income Legacy Lifestyle Taxes

Get some great tips about protecting your family’s finances! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they share some great tips to help you save on taxes, protect your family from fraud, and invest wisely. Hear some tips you can use to save on taxes this year, from CIBC’s […]

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WHY SHOULD YOU COME TO OUR SEMINAR?

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.

Sign up for their seminar today!

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