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Danielle Smith Interview: Legacy Bucket and Estate Planning

Listen to Dave & Faisal’s most recent appearance on the Danielle Smith show, as they answer questions from Danielle about estate planning, the legacy bucket, and how to cope with some of the tricky situations that come up, both within your family and from outside sources like taxes. […]

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Legacy Bucket: Beyond Estate Planning

Learn more about the Legacy Bucket as Dave Popowich, host of More Than Money Radio and Portfolio Manager at the Popowich Karmali Advisory Group, CIBC Wood Gundy, explains why it is so important, even during your lifetime. Dave appeared on CTV Morning Live to chat with Jefferson Humphreys about the impact of a well-planned legacy […]

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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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