Tricky Tax Situations

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Find out how to deal with this CRA form that you may have in common with a certain royal couple!

Join Dave and Faisal on More Than Money this Saturday at 3pm as they talk with CIBC’s Jamie Golombek about the T1135 tax form, that you may have in common with Harry and Meghan if they move to Canada, and some tricks to completing it properly and avoiding penalties on it.

Plus, if you have ever considered owning a vacation home in Mexico, don’t miss Dave and Faisal’s conversation with Cary Mullen, ex-Olympian and developer of Vivo Resorts, as he shares what he has learned about buying and building property in Mexico.

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What place should dividend paying stocks have in your portfolio?

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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:

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  • 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!

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