Portfolio Structure, Real Estate and Tax Mistakes

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Find answers to some frequently asked questions about retirement!

Join Dave and Faisal on More Than Money this Saturday at 3pm, talk about some of the best pieces of the last few months, answering some frequently asked questions about retirement. Hear about structuring your retirement portfolio, and the most important part of retirement planning.

Plus, don’t miss CIBC’s Jamie Golombek as he talks about an easy-to-make tax mistake that could cost one taxpayer millions of dollars, and hear about the part real estate could play in your retirement plan from Shane Melanson, a real estate investment expert.

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More Than Money

The secret weapon of wealthy Canadians

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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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