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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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Taxes •

New capital gains rules may put corporations at risk

On June 25, 2024, the changes proposed by the federal budget took effect and the capital gains inclusion rate (CGIR) rose from one-half to two-thirds. However there are still some details that need to be ironed out, particularly for private corporations. A complex calculation is now in place to determine how much corporations can distribute…
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Financial Planning, Retirement •

Are you afraid of spending in retirement?

“If I just had more money, life would be easier.” Sound familiar? Here’s the surprising part: Everyone says it. From our highest net worth client to our teenage kids, and everyone in between. Overcoming fears with financial planning If the fear of not having enough money is keeping you up at night, the first question…
Investing •

3 common misconceptions about investing and how to overcome them

Guest Blog: Alberta Securities Commission For many Canadians, investing can seem intimidating or out of reach. Misconceptions, often fueled by jargon, fear or misunderstanding can lead them to either avoid investing entirely, make risky decisions or worse, fall victim to investment scams. While investing is a continuous financial journey, understanding the basics and starting with…
Income, Retirement •

From saving to drawdown in retirement: Understanding RRIFs

Guest Post: Alberta Securities Commission Imagine this: you have diligently saved towards retirement for decades, consistently contributing to your Registered Retirement Savings Plan (RRSP) or Group RRSP plan through your employer during your working years. Now, with retirement on the horizon, a new question arises: how do you withdraw from your hard-earned savings and create…

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More Than Money

Are you worried about running out of money in retirement?

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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!

Sign Up Today
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