The Danger of Over-Contributing

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Find out what happens if you over-contribute to your RRSP or TFSA, even by accident!

Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with Jamie Golombek of CIBC Financial Planning & Advice about what the CRA does if you over-contribute to your RRSP or TFSA, what you can consider if you have accidentally over-contributed, and how to prevent it happening!

Then, find out about some language that is commonly used in estate planning that could result in a fight between your family members! Walsh LLP’s Katharine Zhang joins the show to share details of a recent case’s example, and some tips to make your estate plan clearer for your family.

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More Than Money

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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.

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