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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,…
Older man appearing stressed over paperwork
Financial Planning •

The real cost of retiring early

Many people dream of an early retirement. Some want to travel while they’re still healthy enough to enjoy it. Others are just running out of the physical or mental steam needed to keep working. Whatever the reason, the allure of leaving your job behind to start the next chapter of your life can be strong.…
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Investing •

How to determine if an investment fund is right for you

Guest blog by the Alberta Securities Commission For many Canadian investors, investment funds are commonly used to build a diversified portfolio. Diversification in investing means the act of spreading your investment risk across multiple companies and investment types. Investment funds like mutual funds and exchange-traded funds enable investors to pool their money together to invest…
Older woman holding tennis racket
Health •

Investing in Your Fitness

Guest Blog by Justin Slimm, Owner/Operator of Simm Fitness When considering any fitness-related investment, it's crucial to prioritize safety, enjoyment, and measurable progress. These three guiding questions—Is it safe? Is it fun? Is it showing signs of progress as measured by you?—can help steer you toward a sustainable and effective routine. 1. Is It Safe?…

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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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