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The secret weapon of wealthy Canadians

April 13, 2024 Growth Income Legacy Lifestyle Taxes

You may not need life insurance, but should you want it? Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Julia Garner, Estate Planning Specialist with CIBC Wood Gundy, about the common misconception that as your wealth increases, your need for insurance decreases. They’ll explain how life insurance can be […]

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What is the biggest risk to the economy?

April 6, 2024 Economy Growth Legacy Lifestyle

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michael Capus, partner with KPMG Canada, about why housing should be the #1 priority in the federal budget. Also on the show, Dale Copeland, professor and author of A World Safe For Commerce, talks about how economics impact national security. […]

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Adding resilience to your retirement toolkit

March 2, 2024 Growth Health Legacy Lifestyle

And, the top 10 retirement destinations for 2024 Join Dave Popowich and Faisal on More Than Money as they talk to Dr. Robyne Hanley-Dafoe, educator, author, and resiliency expert, about how resiliency can be a powerful tool when it comes to navigating your retirement experience. Also on the show, Kathleen Peddicord, founder and CEO of […]

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Want to remove an executor? The bar is high

February 24, 2024 Growth Income Legacy

Join Dave Popowich and Rob Gerrie on More Than Money as they talk to Katharine Zhang, partner with Walsh LLP, about trusts. What is it, why would you need one, and how does it fit into your total wealth plan. […]

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The Future of Fixed Income Investing

February 10, 2024 Economy Growth

Join Faisal Karmali and Leanna Wachniak as they talk to Raj Tandon, Founding Partner of Alconquin Capital, about how the current interest rate environment is impacting the bond market. […]

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Is Canada headed for a recession?

December 16, 2023 Growth Health Income Legacy

Join Dave Popowich and Faisal Karmali as they talk to Benjamin Tal, Deputy Chief Economist with CIBC World Markets Inc, about where Canada’s economy is headed in 2024 compared with the rest of the world. Also on the show, Dave and Faisal talk about four key areas that are crucial for your success in retirement. […]

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What do you need to now before applying for a disability tax credit?

November 7, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Dave Popowich and Leanna Wachniak on More Than Money as they talk to Dr. Wayne MacLeod, family physician and author of “How to Successfully Apply for the Disability Tax Credit” about how to navigate the application process. […]

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How are smart technologies impacting aging?

October 29, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to guest Dr. Jennifer Campos, Associate Scientific Director with Age-Well, about how advancements in technology are changing what we’re able to do as we age. Also on the show, what is the growth strategy for your retirement? Dave and Faisal discuss how […]

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What’s happening in the markets?

October 6, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Faisal Karmali and Rob Gerrie on More Than Money as they discuss what’s happening in the markets and their strategy for investing in the current environment. Also on the show, guest Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, talks about his own experiences taking on the CRA. […]

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Dementia Awareness: How to start the conversation

September 17, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Dave Popowich and Faisal Karmali on More Than Money as guest Kim Brundrit, Collective Impact Lead at Dementia Network Calgary, returns to talk about the importance of raising awareness about Alzheimer’s and dementia, and the initiatives that are making a positive impact on people living with these conditions. […]

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More Than Money

How does the 2024 Federal Budget impact you?

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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.

Sign up for their seminar today!

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