Hear from one of Canada’s leading money managers! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Senior Vice President and Lead Portfolio Manager David Fingold of Dynamic Funds, about how he is feeling about the current state of the markets, and the strategies he is using to […]
Read More… from Are Portfolio Managers Worried About The Markets?
Hear how some recent court decisions are creating questions! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with estate lawyer Suzana Popovic-Montag, Managing Partner at Hull & Hull LLP, about the surprising conditions under which a court might change your estate plan, and how to make sure your […]
Hear how taxes have changed in 2020 and what you can do to save money! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with the Jamie Golombek, Managing Director, Tax & Estate Planning at CIBC Private Wealth Management, about what you can do right now to help reduce […]
Hear why one of the country’s leading portfolio managers is comfortable with the current markets! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with David Fingold, Vice President and Senior Portfolio Manager at Dynamic Funds, about his take on the current markets, what he’s watching and the strategy […]
Hear one economist’s take on what we could see! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with CIBC’s Deputy Chief Economist, Benjamin Tal, about what we could see in the Canadian economy over the next few months, including the potential for more layoffs and where recoveries could […]
Read More… from More Trouble Ahead for the Canadian Economy?
Hear about some major misconceptions, and whether Canadians are getting smarter with their money! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they hear about the results of a new survey by the Alberta Securities Commission that asked how much Canadians really know about their investments and the way they […]
Read More… from Do We Really Understand What We’re Paying For Investments?
Learn about some of the most important topics people don’t talk about! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss some of the important retirement items that no one talks about. Hear about how isolation can impact your health, based on Canadian statistical research, from Pamala Ramege-Morin […]
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 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 […]
More Than Money
Are you worried about running out of money in 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:
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
