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Taxes •

6 year-end tax strategies you may want to consider

Tax is the single biggest expense most people will have this year. And while paying tax is inevitable, when and how much you pay is where strategy comes in. Typically people take tax planning year by year. They only think about it in March or April when they’re preparing to file their return. But by…
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Health •

Why Balance Training Is Essential for Staying Active as You Age

Guest blog by Justin Slimm, Owner/Operator of Simm Fitness When it comes to fitness, balance training might not be the first thing on your list, but it’s incredibly valuable—especially for those wanting to stay active as they get older. Good balance supports strength, coordination, and control, which means you’re better equipped for anything from cycling…
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Investing •

Feeling stressed about money? Here are 3 tips to overcome financial anxiety when investing

This week's guest blog comes from the Alberta Securities Commission’s CheckFirst.ca Over the last few years, inflation and the rising cost of living, stagnant wages, and seemingly unattainable housing prices have created a perfect storm of financial stress worldwide, including for many Canadians. These pressures have sparked a growing wave of financial anxiety for many.…
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Travel •

Love Airbnb, but hate the fees? Here’s a hack to help you save

Guest blog by Live & Invest Overseas Airbnbs can be a great choice of accommodation when you’re on vacation. They’re comfortable and convenient, offering more “home-style” amenities (like fully equipped kitchens) than traditional hotels do. They can also offer more cultural insight into the place that you’re visiting. The rental is likely someone’s personal home,…
Dave and Faisal
Financial Planning •

10 things we’d never do as Retirement Transition Specialists

As Retirement Transition Specialists, we’ve helped hundreds of Canadians retire with a wealth management strategy built on processes, knowledge, and experience.  ‘What is a Retirement Transition Specialist?’ you might ask. Consider this analogy: If you needed heart surgery, you wouldn’t go to your family doctor. You would go to a heart specialist. Your traditional investment…
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Health •

Anxiety as you age: What you need to know

Guest blog by: Inaya Karmali When you think about aging, what kinds of things are you worried about? Outliving your money in retirement? Finding meaningful ways to spend your time? Having an unexpected health issue? It’s natural to experience some anxiety as you age, but when does worry turn into a mental health issue? Anxiety…
Hand holding a dumb bell.
Health •

The Power of Strength Training for an Active Retirement

Guest blog by Justin Slimm, Owner/Operator of Simm Fitness Strength training isn't just for bodybuilders or gym enthusiasts—it's one of the most beneficial types of exercise for anyone entering their retirement years. Whether you're looking to stay active, continue hobbies, or simply feel your best, strength training can play a crucial role in maintaining energy,…

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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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