Save On Taxes and Protect Your Family

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Get some great tips about protecting your family’s finances!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they share some great tips to help you save on taxes, protect your family from fraud, and invest wisely. Hear some tips you can use to save on taxes this year, from CIBC’s Jamie Golombek.

Then hear what the biggest investing fraud red flags are to watch for, from Hilary McMeekin of the Alberta Securities Commission.

And Dave and Faisal chat about investing wisely, from understanding the value of what you own to the secret to great investment performance.

 

Merry Christmas to you and your family!

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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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