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How are Canadians feeling about retirement?

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michelle Munro, Director of Tax and Retirement Research with Fidelity, about the challenges facing Canadians in retirement and what they’re doing about it. Also on the show, Marc Saltzman, tech expert and columnist, talks about how technology can help older adults […]

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27 tough conversations to have with aging parents

June 1, 2024 | Economy Income Legacy Lifestyle

Join Rob Gerrie and Leanna Wachniak on More Than Money as they talk to Laura Tamblyn Watts, President & CEO with CanAge, about her new book Let’s Talk About Aging Parents. If you’re wondering how to recognize the warning signs for health issues, if it’s time for your parents to move out of their home, or […]

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Inflation: What goes up must come down

May 25, 2024 | Economy

Join Faisal Karmali and Rob Gerrie as they talk to Tony Crescenzi, Portfolio Manager and Market Strategist with PIMCO, about what we can expect from inflation and interest rates, and how that will impact the bond market. […]

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How are the new capital gains rules affecting business owners?

Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Dan Kelly, President and CEO, Canadian Federation of Independent Business, about the carbon tax, proposed changes to the capital gains tax, and other issues that are impacting Canadians. Also on the show, Andrew McCreath, CEO and CIO, Forge First Asset Management, […]

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The secret to aging injury-free

May 4, 2024 | Economy Health Lifestyle

Join Rob Gerrie and Leanna Wachniak as they talk to Justin Slimm, Owner/Operator of Slimm Fitness, about how agility training can help you improve your strength, avoid falls, and maintain your independence in retirement. Also on the show, Brad Hawker, Associate Broker with Royal LePage Solutions, talks about what you can expect from the recreational […]

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Why are expats renouncing their U.S. citizenship?

April 27, 2024 | Lifestyle Taxes

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Azam Rajan, Foreign Legal Consultant, Bordera Tax and Immigration Law, about why so many expats are thinking about giving up their U.S. citizenship, and how it can impact taxes and estate planning. Also on the show, Sophia Titley, Senior Editor, Live […]

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How does the 2024 Federal Budget impact you?

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michelle Rempel Garner, MP for Calgary Nose Hill, about the 2024 Federal Budget and how the official opposition is reacting.Also on the show, Brian Ernewein, Senior Advisor at KPMG in Canada’s National Tax Centre, gives us his thoughts on the budget […]

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The secret weapon of wealthy Canadians

April 13, 2024 | Growth Income Legacy Lifestyle Taxes

You may not need life insurance, but should you want it? Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Julia Garner, Estate Planning Specialist with CIBC Wood Gundy, about the common misconception that as your wealth increases, your need for insurance decreases. They’ll explain how life insurance can be […]

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What is the biggest risk to the economy?

April 6, 2024 | Economy Growth Legacy Lifestyle

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michael Capus, partner with KPMG Canada, about why housing should be the #1 priority in the federal budget. Also on the show, Dale Copeland, professor and author of A World Safe For Commerce, talks about how economics impact national security. […]

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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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