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Economy, Taxes •

Capital Gains Changes: Impacting Taxpayers and Business Owners

Since the proposed federal budget was released in April, there has been a lot of talk about what the changes—particularly to capital gains tax—will mean for Canadians. For entrepreneurs thinking about retirement, the process will be a lot more complicated than simply notifying their employer that they will be leaving the company. Many business owners…
Health, Lifestyle •

The secret to staying injury-free as you age

Think way back to grade-school gym class. Remember the line sprints, the side shuffles, the hurdles? Depending on your younger self’s level of athleticism, you may have thought these drills were designed to torture you. But they were actually designed to develop your agility. Agility is the ability to start, stop, or change direction without…
Economy, Taxes •

How Does the 2024 Federal Budget Impact You?

The 2024 federal budget was recently released and it includes a number of proposed tax changes. The change to capital gain tax is one topic that has prompted much debate and anxiety. We want to cut through the noise and explain what is happening, how it could potentially impact you, and what you can do…
Lifestyle •

How To Be Resilient In Retirement

Change is inevitable. It is one of the only things we can count on in life. But change comes with some measure of uncertainty, and uncertainty often causes fear. As portfolio managers, we have dedicated our careers to helping our clients navigate one of the biggest changes of their lives: retirement. And in our experience,…
Insurance, Lifestyle •

What’s Keeping the Wealthy Up At Night?

There are more millionaires in North America than ever before. In fact, the number of Canadian households with over $1 million in assets jumped by 23% in 2021 alone. But being in the ‘millionaires’ club’ is not what it used to be. Chubb–a world leader in insurance–asked 800 affluent North Americans about how they view…
Family, Legacy •

You’ve Helped Your Kid Buy a Home . . . Now what?

Over the last decade, we have seen more parents providing financial help to their Gen Z or millennial kids, from covering bills to allowing them to move back home to helping with down payments.  However, helping with these costs seems to be old news. According to Rob Carrick, Personal Finance Columnist with The Globe and…

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More Than Money

What place should dividend paying stocks have in your portfolio?

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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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