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Can A Court Change Your Estate Plan?

November 28, 2020 | All Growth Health Income Legacy

Hear how some recent court decisions are creating questions! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with estate lawyer Suzana Popovic-Montag, Managing Partner at Hull & Hull LLP, about the surprising conditions under which a court might change your estate plan, and how to make sure your […]

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Top Tips To Save On Taxes This Year

November 21, 2020 | All Growth Health Income Lifestyle Taxes

Hear how taxes have changed in 2020 and what you can do to save money! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with the Jamie Golombek, Managing Director, Tax & Estate Planning at CIBC Private Wealth Management, about what you can do right now to help reduce […]

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The Fraudster’s Playbook

November 14, 2020 | All Growth Income Lifestyle Taxes

Hear how investment frauds happen, and how to keep your family safe! Join Faisal and Andrew on More Than Money this Saturday at 3pm, as they chat with the Alberta Securities Commission’s Hilary McMeekin about the playbook that they see people who are stealing thousands of dollars using, and how to spot fraud before it […]

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A Different Approach To Investing

November 7, 2020 | All Growth Income Lifestyle

Hear one portfolio manager’s unique mindset! Join Faisal and Andrew on More Than Money this Saturday at 3pm, as they chat with Tye Bousada, Portfolio Manager and Founding Partner at Edgepoint Investment Group, about his investment philosophy and how it works differently than a typical investment mindset. […]

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Is Now The Right Time To Own Bonds?

October 31, 2020 | All Growth Income Lifestyle

Hear a bond portfolio manager’s take on the market! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Jack McIntyre, Portfolio Manager for the global bond portfolios at Brandywine Asset Management, about what bond managers are watching, whether now is the right time to consider bonds, and how […]

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Worried About Your Investments?

October 24, 2020 | All Growth Health Lifestyle

Hear why one of the country’s leading portfolio managers is comfortable with the current markets! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with David Fingold, Vice President and Senior Portfolio Manager at Dynamic Funds, about his take on the current markets, what he’s watching and the strategy […]

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What’s Next For The Markets?

October 17, 2020 | All Growth Income Legacy Lifestyle Taxes

Hear about what one of the country’s leading portfolio managers is watching for! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Philip Petursson, Chief Investment Strategist at Manulife Investment Management, about what he is expecting to see in the US election, and in the markets into 2021. […]

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Unexpected Retirement Realities

October 10, 2020 | All Growth Income Lifestyle

Hear about some common retirement facts that take people by surprise! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with journalist Shelly Fralic, who is documenting her retirement experience with her ‘Life in the 60s’ column, about the things that she has found most surprising about retirement so […]

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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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What place should dividend paying stocks have in your portfolio?

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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!

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