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Where is the opportunity for investors?

May 5, 2023 | All

Join Dave Popowich and Leanna Wachniak on More Than Money as they talk to Tony Crescenzi, Executive VP, Market Strategist and General Portfolio Manager with PIMCO, about what we’re seeing in the markets and where investors can find opportunities. […]

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Do RRIF rules need an update?

April 17, 2023 | All

Join Dave Popowich and Faisal Karmali on as they talk to William Robson, CEO, C.D. Howe Institute, about why the Canadian government should be taking another look at retirement savings rules for RRIF withdrawals and what this could mean for retirees. Also on the show, John Brown, Registered Architect and Dean of the University of […]

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How does your view of aging impact your life?

April 8, 2023 | All

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michael Taylor, Life Coach and Author of I’m Not Okay With Gray: How to Create an Extraordinary Life After 50, about how our view of aging can affect our lives. Also on the show, Kathy Mendham, Founder and Seniors Advisor, Proactive […]

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If you’re on a waitlist for any medical procedure, you might not get travel insurance

April 1, 2023 | All

Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about the new federal budget and how it will impact Canadians. Also on the show, Kristina Koch, Business Development Manager with TuGo, talks about what you need to know when […]

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Retirement income needs don’t always rise with inflation

March 25, 2023 | All

Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Frederick Vettese, author of Retirement Income for Life, about how inflation impacts your income needs in retirement. Also on the show, Denise Thingvold, Certified Executor Advisor with Leading Edge Executor Services, discusses how involving an impartial third party can help executors […]

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How can you find your purpose in retirement and what does that mean?

March 18, 2023 | All

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Kathy Mendham with Proactive Seniors about long-term care facilities. What should you know if you’re trying to help a loved one? Also on the show, Furkhan Dandia, a counsellor, author and podcaster joins the show to talk about changing your mindset […]

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How to choose facts over feelings when it comes to decision making

March 11, 2023 | All

Join Dave Popowich and Leanna Wachniak on More Than Money as they talk to Michael Sager, Vice President, Multi-Asset & Currency at CIBC Asset Management, about what’s happening in the markets and strategies that can help you succeed in the long run. Also on the show, Dr. Bruce Hutchison, retired psychologist and author of Emotions […]

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What you need to know when choosing an executor

March 3, 2023 | All

Also on the show, what part will the Alberta Pension Plan play in the upcoming election? Join Dave Popowich on More Than Money as he talks to Jill Chambers, Financial Concierge, about what your options are when selecting an executor for your estate. Also on the show, Lori Williams, Associate Professor, Department of Economics Justice […]

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How to embrace getting older

February 25, 2023 | All

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michael Taylor, Life Coach and Author of I’m Not Okay With Gray: How to Create an Extraordinary Life After 50, about how your view of aging can impact your quality of life. Also on the show, if you could live to be […]

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How to profit and protect your portfolio

February 18, 2023 | All

And what it takes to be a ‘super ager’ Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Andrew McCreath, CEO and CIO with Forge First Asset Management, about how he sees inflation playing out and what you can do to profit and protect your portfolio in the current environment. […]

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WHY SHOULD YOU COME TO OUR SEMINAR?

Can I afford to retire? Will inflation and volatility ruin my retirement plans? How do I ensure my family is looked after? What happens if I have an unexpected health event? Can I support the lifestyle I want in retirement?

When it comes to preparing for a fulfilling and financially stable retirement, there are so many questions you need answered.

Dave and Faisal’s seminar will give you the practical tools and advice you need to bring your vision for retirement to life. Dave and Faisal cover topics like investment and tax strategies, financial and estate planning, and lifestyle goals to help make sure you’re ready to take the next steps toward retirement.

Sign up for their seminar today!

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