What Do You Want From Your Advisor?

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Find out about some surprising preferences of Canadians about their financial advice!

Join Faisal and Andrew on More Than Money this Saturday at 3pm as they hear what Canadians really want from their financial advisors, as Kathy Engle, Vice-President, Strategy at IIROC, chats with them about the results of a survey that found that Canadians are looking for some surprising services.

And don’t miss a conversation with Allison Trollope, Director of Communications and Investor Education at the Alberta Securities Commission, as she talks about the newest scams to watch out for this year, and how to protect your loved ones from falling victim to them.

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More Than Money

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:

  • 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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