Life Changes and Investment Losses

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Get tips about how to make the best of your situation!

Join Dave on More Than Money this Saturday at 3 pm as he chats with CIBC’s Jamie Golombek about how losses in your investment portfolio might help you save on taxes, in more situations than you may have considered.

Then, Dave takes a look at how the baby boomer generation is reshaping Canada’s housing market heading into retirement, with Murtaza Haider, Professor of Real Estate Management at Ryerson University. Also, hear some tips for maintaining your vision as you get older from Dr. Sara Freiburger of Eye Q Optometry.

Dave will also be joined by Andrew Masson, Portfolio Manager at the Popowich Karmali Advisory Group, CIBC Wood Gundy, to talk about the emotional experience of investing, and why you might be anxious about it.

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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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