Should Alberta exit the Canadian Pension Plan (CPP) to create a pension plan of its own? It is a hot topic that was recently brought to the national stage by an open letter sent by Prime Minister Justin Trudeau to Premier Danielle Smith. In the letter, Trudeau states that he is deeply concerned over the…
Retiring when you feel physically, mentally, emotionally, and financially ready is the goal. However, that is not an option for everyone. Many people have to retire because of health problems, layoffs at their company, or issues within their family. That got us thinking . . . Does how you leave the workplace predict your happiness…
How do you know if the transfer of money or assets is a gift or a loan? When it comes to moving money within your family, lines can get blurred. In a recent Ontario court case, a father claimed that the $10 million in cash and real estate he had transferred to his adult son…
The average person spends more time working than doing any other activity, unless you count sleeping. Working is important; it gives us the money we need to meet our basic needs and support our families. However, we can get so focused on climbing the corporate ladder, earning a paycheque, and socking money away for retirement…
It’s a myth that as your wealth increases, the need for insurance decreases. The fact is the more you have, the more you have to lose. Wealth can insulate you against many of life’s uncertainties, but insurance can do so much more than protect you from risk. It can play a crucial role in minimizing…
"Retirement is like buying a home." If you are in the process of purchasing a home, one question that is likely on your mind is 'What kind of mortgage payments can I afford?'. If you are thinking about retiring, you may be asking 'How much income do I need?' and 'Will my investments and other…
You know what they say . . . the only sure things in life are death and taxes. And while tax consistently affects nearly every aspect of our lives, the rules surrounding taxes change almost every year. We recently had Managing Director of Tax and Estate Planning at CIBC Jamie Golombek on the show to…
Join us on a thought experiment: Imagine there was a pill you could take today that would allow you to live until age 200. But instead of experiencing the normal aging process, it would keep you perfectly healthy until you died peacefully in your sleep. Would you take it? Your first thoughts may be a…
Dementia is one of the most feared health conditions of our time, surpassing heart disease, stroke, and even cancer1. According to a recent study done by the Alzheimer Society Canada, an estimated 500,000 Canadians were living with dementia in 2020. This number is expected to reach 1 million by 2030 and 1.7 million by 2050.…
Many Canadian snowbirds are preparing to head down south for the first time in over two years. But you will likely find that the COVID-19 pandemic has changed the way you travel internationally. So how can you avoid getting stuck abroad, or worse losing money? We recently spoke with Omar Kaywan, co-founder of Goose Insurance…
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More Than Money
Tips for snowbirds getting ready to fly south
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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.