Retirement Investing Tools

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Answering some frequently asked questions about investing in retirement!

Join Dave and Faisal on More Than Money this Saturday at 3 pm as they share a few of their favourite segments from the past few weeks and highlight some tips about investing in retirement. They start by sharing their own suggestions for preparing for ‘black swan events’ in your portfolio.

Then, they hear from the President of the Investment Industry Regulatory Organization of Canada (IIROC) about the protections that are put in place by the financial industry to protect your investments.

Planning is one of the most important parts of preparing your portfolio for retirement, and Dave and Faisal chat about what retirement really looks like in order to help you solidify that plan, as they review the results of the latest Fidelity Retirement Survey.

And they discuss tax strategies that could turn potential investment losses into tax savings with CIBC’s Jamie Golombek!

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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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