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Important Retirement Details

June 30, 2018 | All Growth Income Lifestyle

Learn about some of the little things that can become major items in your retirement! Join Dave and Faisal on More Than Money this Saturday to find out about a host of retirement issues that may seem small, but can impact your retirement in a big way! Find out how the CPP actually works, and […]

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All About CPP Reforms

June 23, 2018 | All Growth Income Taxes

Find out what could change, and how it could affect you! Join Dave on More Than Money this Saturday to find out what reforms to the Canada Pension Plan (CPP) are coming, and how they could affect both paying into and receiving money from the plan in your retirement. The CD Howe Institute’s Alex Laurin […]

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Get Back To Your Roots

June 16, 2018 | All Growth Income Lifestyle

Find out more about your family history on the trip of a lifetime! Join Dave and Faisal on More Than Money this Saturday to hear about genealogy travel and how these unique trips could fit into your retirement. Then, are you interested in private equity after hearing about it on the news? Find out more […]

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Canada’s Economy: How Are We Doing?

June 9, 2018 | All Growth Income Legacy Lifestyle

Find out what impact the global issues are having on us at home! Join Dave and Faisal on More Than Money this Saturday as they discuss the state of the Canadian economy with Shailesh Kshatriya, Director of Canadian Strategies at Russell Investments. Then, if you are planning to help your children with down payments for […]

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New Investment Industry Protections

June 2, 2018 | All Growth Income Lifestyle

Find out what new mechanisms are in place to protect your investment accounts! Join Dave and Faisal on More Than Money this Saturday as they discuss some of the new protections in place on your investment accounts. Michelle Alexander, Vice-President of the Investment Industry Association of Canada, shares the latest updates. Then, ask yourself ‘what […]

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Taxes, Transfers, Health and Happiness

May 26, 2018 | All Health Income Lifestyle Taxes

A wide-ranging show covering often-overlooked topics that can have a big impact on your retirement! Join Faisal on More Than Money this Saturday as he covers a number of items that people often overlook in retirement, but that can have a major impact! CIBC’s Jamie Golombek joins the show to discuss the tax implications of […]

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Will You Encounter A Housing Crisis?

May 19, 2018 | All Income Lifestyle

Learn about housing trends that you should consider when planning for retirement! Join Dave and Faisal on More Than Money this Saturday, as they discuss trends in housing for older Canadians, and the space crunch that might mean you pay more in the future. The Canadian Association of Retired Persons’ (CARP) National Director of Law, […]

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Practical Tips for Investing and Estate Planning

May 12, 2018 | All Growth Legacy Taxes

Get information from experts that will help you make better decisions! Join Dave and Faisal on More Than Money this Saturday, as they discuss how you can become a better investor with the principles of behavioural finance. They are joined by psychologist, behavioural finance expert and bestselling author Daniel Crosby to chat about how to […]

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CPP, Taxes and Your Transition To Retirement

May 5, 2018 | All Growth Income Lifestyle Taxes

Get important information on all three this weekend! Join Dave on More Than Money this Saturday, as he talks about out how a hike in CPP rates could affect how Canadians invest, in conversation with Taylor Jackson of the Fraser Institute. Then, don’t miss CIBC’s Jamie Golombek, Managing Director of Tax and Estate Planning, as […]

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Is ‘Unretirement’ Right For You?

April 28, 2018 | All Income Lifestyle

Plus, find out what’s happening in Calgary from one of our City Councillors! Join Faisal on More Than Money this Saturday, as he discusses the increasingly common phenomenon of ‘unretirement’ with Kathleen Mullen, Senior Economist at RAND. An increasingly large number of people try retirement then head back to work in some capacity — is […]

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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!

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