Don’t Make This Tax Mistake

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Learn about a commonly misunderstood form that could cost one taxpayer millions!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Jamie Golombek, CIBC Private Wealth Management’s Managing Director of Tax and Estate Planning, about a recent case of a commonly misunderstood tax form that could cost one taxpayer millions of dollars – and how to make sure that you are handling it correctly in your tax filing.

Plus, does isolation have a real impact on seniors’ health? New research from Stats Canada suggests that it does. Find out more from Senior Analyst, Pamela Ramege-Morin.

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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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