What Is the Executor’s Role When It Comes To Beneficiaries?

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Join Dave, Faisal, and guest host Rob Gerrie, Financial Advisor and Wealth Advisor at the Popowich Karmali Advisory Group, on More Than Money this Saturday at 3pm.
They discuss the role of executor’s when it comes to your retirement planning and beneficiaries with Katharine Zhang, Partner at Walsh LLP.
Also on the show, Brian D’Costa, Founding Partner and President of Algonquin, discusses volatility and what you need to know as a fixed income investor.
Is inflation going to ruin your retirement? We discuss the impacts of inflation with Benjamin Tal, Chief Economist, CIBC World Markets Inc.
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More Than Money

Do you know what you’re retiring to?

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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.

Sign up for their seminar today!

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