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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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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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