Learn what you need to do, and what to do if you want to pass on your role! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Katharine Zhang, a Partner at Walsh LLP, about what your duties are if you are named as an executor, and what […]
Learn how one manager is preparing for the next few years! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to David Fingold, Vice President and Senior Portfolio Manager at Dynamic Funds, for his unique take on how portfolios will fare over the next few years, and how he […]
Read More… from An Award-Winning Portfolio Manager’s Take On Your Money
Learn how your investments might fare over the next few years! Join Faisal and Andrew on More Than Money this Saturday at 3pm, as they chat with Manulife Investment Management’s Chief Investment Strategist, Philip Petursson, about what he is expecting to see in the global markets for the next few months, from the impact of […]
Learn about some replacement options that are still available! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Travel Alberta’s Director of Experience Development, Marty Eberth, about what exciting, unexpected, and fantastic experiences you can have, without needing to travel far! Find out about the safe options that […]
Learn about a commonly misunderstood form that could cost one taxpayer millions! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Jamie Golombek, CIBC Private Wealth Management’s Managing Director of Tax and Estate Planning, about a recent case of a commonly misunderstood tax form that could cost one […]
Hear from one of Alberta’s top doctors about what you should do! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Alberta’s Provincial Medical Director, Seniors’ Health, Dr. James Silvius, about the plan for the reopening of the province, along with some tips to keep you and your […]
Hear about how the Canadian economy might be impacted in the next few months! Join Dave and Andrew on More Than Money this Saturday at 5pm, as they chat with CIBC’s Deputy Chief Economist, Benjamin Tal, about how the Canadian economic situation looks right now, and what a recovery might look like. He also shares […]
Hear about common misconceptions and misunderstandings when it comes to your money! Join Dave and Faisal on More Than Money this Saturday at 5pm, as they chat with Hilary McMeekin, Director of Communications & Investor Education at the Alberta Securities Commission, about the surprising number of people who do not understand their investments, why that […]
Dave and Faisal talk about common strategies! Join Dave and Faisal on More Than Money this Saturday at 5pm, as they chat with Shane Melanson, Director of Melanson Developments and host of The Investing Advantage podcast, as he lists some of the ways that real estate can play a part in your retirement investing strategy. […]
Dave and Faisal ask an MP for the latest from Ottawa! Join Dave and Faisal on More Than Money this Saturday at 5pm, as they chat with Michelle Rempel Garner, Conservative MP (Calgary Nose Hill), about the latest in COVID-19 relief measures, and some of the ways that the government could choose to pay for […]
More Than Money
How do tax changes impact you and what should you do about it?
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:
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!
500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
