2020 Kickoff

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Start the new year off right with some tips that could save you money on taxes!

Join Dave and Faisal on More Than Money this Saturday at 3pm as they talk with Jamie Golombek, CIBC’s Managing Director of Tax and Estate Planning, about a few ways to start your year with potential savings on your taxes.

And find out how to mentally handle challenging situations, whether in your retirement or during this time of year, with Dr. Wendy Froberg, Psychologist, as she joins Dave and Faisal to talk about some strategies that she shares with her clients.

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More Than Money

How does the 2024 Federal Budget impact you?

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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.

Sign up for their seminar today!

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