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Common Estate Mistakes

October 3, 2020 | All Growth Income Legacy Lifestyle

Hear about some common mistakes that can cause a fight in your family over money! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Jennifer Lamb, an estate litigator at Carscallen LLP, about the common mistakes she sees clients make that set up possible fights in court over […]

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More Trouble Ahead for the Canadian Economy?

September 19, 2020 | All Growth Health Income Lifestyle

Hear one economist’s take on what we could see! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with CIBC’s Deputy Chief Economist, Benjamin Tal, about what we could see in the Canadian economy over the next few months, including the potential for more layoffs and where recoveries could […]

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Do We Really Understand What We’re Paying For Investments?

September 5, 2020 | All Growth Health Income Lifestyle

Hear about some major misconceptions, and whether Canadians are getting smarter with their money! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they hear about the results of a new survey by the Alberta Securities Commission that asked how much Canadians really know about their investments and the way they […]

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How to Keep Your Family From Fighting Over Money

August 29, 2020 | All Growth Income Legacy Lifestyle

Learn about some of the common issues that cause lawsuits over wills! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss some of the pitfalls in estate planning that can cause huge disagreements in your family. They’re joined by estate litigator Jennifer Lamb, Partner at Carscallen LLP, as she […]

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How Does Your Home Affect Your Taxes?

August 22, 2020 | All Growth Income Lifestyle Taxes

Learn about some of the tax issues that can arise because of where you live! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss some of the surprising impacts that your home can have on how much you pay in tax. Kim Moody and Elan Harper of Moodys Tax […]

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What Are You Missing in Retirement?

August 15, 2020 | All Growth Health Income Legacy Lifestyle

Learn about some of the most important topics people don’t talk about!   Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss some of the important retirement items that no one talks about. Hear about how isolation can impact your health, based on Canadian statistical research, from Pamala Ramege-Morin […]

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Portfolio Structure, Real Estate and Tax Mistakes

August 1, 2020 | All Growth Income Lifestyle Taxes

Find answers to some frequently asked questions about retirement! Join Dave and Faisal on More Than Money this Saturday at 3pm, talk about some of the best pieces of the last few months, answering some frequently asked questions about retirement. Hear about structuring your retirement portfolio, and the most important part of retirement planning. Plus, […]

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Your Role As An Executor

Learn what you need to do, and what to do if you want to pass on your role! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Katharine Zhang, a Partner at Walsh LLP, about what your duties are if you are named as an executor, and what […]

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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.

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