All About Taxes

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Hear some of the best tax tips for 2019!

Join Dave, Faisal and Andrew on More Than Money this Saturday at 3pm as they run down some of the best tax tips and segments for 2019. They chat with Max Reed of SKL Tax about a potential cross-border estate tax issue that could catch you unawares, get CIBC’s Jamie Golombek’s top tax tips for the year end in 2019, and talk about some of their favourite tax strategies that often aren’t considered.

Plus, don’t miss IIROC’s Kathy Engle as she shares the data of a latest survey that found that many Canadians could be hurting their retirements by the way they invest.

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More Than Money

Are you worried about running out of money in retirement?

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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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