Join Dave and Faisal on More Than Money as they discuss why you should ask questions, especially if you’re seeing great returns. Also on the show, Kim Moody, CEO of Moody’s Tax, and Deborah Yedlin, President and CEO of the Calgary Chamber of Commerce, discuss their stance on Bill C-208 and how it will affect […]
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What do you need to keep in mind to ensure conflict within your family doesn’t happen? Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Jennifer Lamb, Partner at Carscallen LLP, about the legal details that come with legacy planning and how those details can get even more […]
Read More… from Understanding The Intricacies of Legacy Planning in a Blended Family
And what can you anticipate coming up so you can better prepare? Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Michael Sager, Vice President of Multi-Asset & Currency at CIBC Asset Management, about what happened in the markets and how asset allocation could be a game changer […]
Some senior’s advocates say yes. Find out why on More Than Money. Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to William Robson of the C.D. Howe Institute, on why he believes the RRIF rules are out of date. Also on the show, have you been paid your […]
Read More… from Is It Time For The RRIF Rules To Be Updated?
Bill C-208 has caused some confusion for business owners wanting to sell. Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Kim G C Moody, CEO of Moody’s Tax, to break down what this bill is. Also on the show, Deborah Yedlin, President and CEO of the Calgary […]
Read More… from What Do Delayed Tax Breaks Mean For Canadians?
What does it mean to have healthy work-life balance and why did Calgary rank so well internationally? Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Pablo Martinez who conducted a study on the best cities to live in when it comes to work-life balance. He also weighs […]
Read More… from Calgary Is Ranked 13th In The World When It Comes To Work-Balance
Aging comes with many additional costs. Make sure your savings are prepared for it. Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Kathy Mendham, Founder and Seniors Advisor at Proactive Seniors Ltd. about the costs associated with aging so you can prepare for it. Also on the […]
What are the current RRIF rules and how do they impact you? Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to William Robson, chief executive director of the C.D. Howe Institute in Toronto about changes he would like to see to RRIF rules and why. Also on the […]
Read More… from Should There Be Changes To The Current RRIF Rules?
Expenses change as you age. Make sure your portfolio can support those changes so you can focus on your goals and objectives in retirement. Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Kathy Mendham, Founder and Seniors Advisor at Proactive Seniors Ltd. about the unexpected expenses that […]
Make sure you understand what your portfolio is doing for you and how you can can make the most of the opportunities that present themselves. Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Philip Petursson, Chief Investment Strategist and Head of Capital Markets Research at Manulife, about […]
Read More… from Are You Losing Out On Opportunities By Investing With Your Advisor?
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.
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