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Do You Disagree With Your Tax Bill?

May 4, 2019 | All Growth Income Lifestyle Taxes

Find out what to do if you think the CRA made a mistake! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat about how to dispute a notice of assessment from the Canada Revenue Agency (CRA) with CIBC’s Managing Director of Tax & Estate Planning, Jamie Golombek. Jamie […]

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Are Canadians Satisfied With Retirement?

April 27, 2019 | All Growth Health Income Lifestyle

Find out with a look at the latest survey! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they find out what the life satisfaction of Canadian retirees is like, as they chat with Associate Professor Dr. Paul Kershaw of the UBC School of Population and Public Health about the […]

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Handling Retirement’s Challenges

April 20, 2019 | All Growth Health Income Lifestyle Taxes

Find out how to handle challenges from taxes to transitioning to retirement! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they recap some great tips from the last few months about handling some of retirement’s biggest challenges. Find out how to help out your family members financially without sacrificing […]

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Alberta’s Election vs. Your Retirement

April 13, 2019 | All Growth Income Lifestyle

Find out how the outcome could affect you! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with Professor of Communication Studies and holder of MRU’s Ralph Klein Chair in Media Studies, David Taras, about how the platforms of the UCP and NDP could change your retirement, and […]

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Will We See A Recession Soon?

March 30, 2019 | All Growth Income Lifestyle Taxes

Find out how Canada’s economic situation looks! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat about what the economy currently looks like, what we could expect in the next few months and years, and how that could impact your retirement! Shailesh Kshatriya, the Director of Canadian Strategies […]

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The Federal Budget Impact

March 23, 2019 | All Growth Income Legacy Lifestyle

Find out how this week’s announcement could affect you! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they dive into the potential impacts of the plans announced this week in the Federal Budget with CIBC’s Chief Economist, Avery Shenfeld. […]

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Politics and Tax Preparation

March 9, 2019 | All

Get the news you need to save money and find out what’s happening in Ottawa! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with CIBC’s Jamie Golombek about some important tax deductions for retirees that you may be able to take advantage of when you file your […]

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Are Financial Sacrifices Hurting Your Retirement?

March 2, 2019 | All Growth Health Income Lifestyle

Find out how to keep yourself physically and financially healthy! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with Kathleen Woodard, SVP at CIBC Imperial Service, about a new poll that found that women especially may be sacrificing their own retirements for their family. They also discuss […]

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Is Semi-Retirement Right For You?

February 23, 2019 | All Growth Health Income Lifestyle

Find out the surprising number of Canadians who prefer this option! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they talk about semi-retirement with Jessica Culo of Express Employment, and learn how many Canadians would like this option, and why some people have a hard time finding it. Dave […]

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More Than Money

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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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