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 […]
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. […]
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 […]
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. […]
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. […]
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. […]
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. […]
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 […]
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. […]
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. […]
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.