How do tax changes impact you and what should you do about it?

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Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Ken Lin, Partner with Quadrant Accounting, about recent tax changes and how they could impact your retirement.

Also on the show, Faiz Khaku, licensed Mortgage Agent and Director AOD with Indi Mortgage, talks about what to expect if you have a mortgage renewal coming up. And Alexandre Laurin, Vice President and Director of Research, C.D. How Institute, discusses why the rules surrounding RRIF withdrawals may need to be updated.

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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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