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CPP, Taxes and Your Transition To Retirement

May 5, 2018 | All Growth Income Lifestyle Taxes

Get important information on all three this weekend! Join Dave on More Than Money this Saturday, as he talks about out how a hike in CPP rates could affect how Canadians invest, in conversation with Taylor Jackson of the Fraser Institute. Then, don’t miss CIBC’s Jamie Golombek, Managing Director of Tax and Estate Planning, as […]

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Is ‘Unretirement’ Right For You?

April 28, 2018 | All Income Lifestyle

Plus, find out what’s happening in Calgary from one of our City Councillors! Join Faisal on More Than Money this Saturday, as he discusses the increasingly common phenomenon of ‘unretirement’ with Kathleen Mullen, Senior Economist at RAND. An increasingly large number of people try retirement then head back to work in some capacity — is […]

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New CRA Requirements for Reporting Property Sales

April 21, 2018 | All Health Lifestyle Taxes

Find out what the new rules are and the penalties for not reporting properly! Join Faisal on More Than Money this Saturday for an info-packed show covering taxes, going back to work in retirement, the quality of long term care in Alberta, and an important reason to review the way your family manages finances. The […]

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The Truth About Probate Fees

April 14, 2018 | All Growth Legacy

Is there a wrong way to save on your estate costs? Join Dave and Faisal on More Than Money this Saturday to learn all about probate fees, with Calgary estate lawyer Katharine Zhang of Walsh LLP. She explains what those fees are, some strategies to reduce them, and why it might not be worth worrying […]

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How Does Your CPP Payment Really Work?

April 9, 2018 | All Growth Income Lifestyle Taxes

Find out the truth behind common misconceptions. Join Dave and Faisal on More Than Money this Saturday to find out how the Canada Pension Plan really works, as they discuss some common misconceptions about the fund, how you get paid, and more. Charles Lammam, Director of Fiscal Studies at the Fraser Institute, joins the show […]

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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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