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Taxes •

Is your TFSA being taxed?

A tax-free savings account is, by definition, well . . . tax free. But there is a scenario in which your account can be taxed 1% per month. How is this possible? The answer is in the event of over contribution. In 2022, the government of Canada received $132 million in over contribution penalties. (Source: The…
Growth, Health, Income, Legacy •

Setting yourself up for success in 2024

A new year is a great time to reflect and set goals for the year ahead. If one of your resolutions is to retire in 2024, congratulations! In our experience as portfolio managers, there are four main areas that people who are approaching or living in retirement are concerned about: growth, income, healthcare, and legacy.…
Growth, Health, Income, Legacy, Lifestyle, Taxes •

Myths vs. Realities

It has been a wild two years. Post-pandemic uncertainty. Volatile markets. Geopolitical risk. It’s no wonder people are experiencing fear. However, when you make investment decisions based on emotions rather than on strategy, it can cause your retirement plans to go off the rails. The best way to fight fear is with facts. We want…
Growth, Health, Income, Legacy, Lifestyle, Taxes, Uncategorized •

Time is money

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…

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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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