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Are You Considering Pre-Planning Your Memorial or Final Arrangements?

May 21, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Dave and guest host Rob Gerrie, Wealth Advisor and Investment Advisor with the Popowich Karmali Advisory Group, on More Than Money. With Jason Kenney announcing he will be stepping down as the provinces premier, Mount Royal University Associate Professor, Lori Williams, joins the show to talk about what is happening in Alberta politics. Also on […]

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Asset Management and Market Conditions

May 14, 2022 Growth Health Income Legacy Lifestyle Taxes

What should you anticipate happening in the markets going forward? Join Dave and Faisal on More Than Money where they discuss current market conditions with Michael Sager, Vice-President of Multi-Asset and Currency at CIBC Asset Management. What does he anticipate moving forward and how can you profit and protect? […]

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Will Calgary’s Housing Market Continue to Boom?

May 7, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Faisal and guest host, Investment Advisor and Wealth Advisor with the Popowich Karmali Advisory Group, Rob Gerrie, on More Than Money. We saw record house sales in Calgary this spring. Will that continue into the summer? (CREB), answers that questions and gives us more insight into what we are seeing in the housing market. […]

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How Do Travel Restrictions Differ Around the World?

April 30, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Faisal and guest host, Investment Advisor and Wealth Advisor with the Popowich Karmali Advisory Group, Rob Gerrie, on More Than Money this Saturday at 3pm. They discuss the best travel practices and what you need to know about restrictions around the world with Omar Kaywan, Co-founder of Goose Insurance. Also on the show, will […]

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What Is The Secret To Minimizing Taxes?

April 23, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Dave and Faisal on More Than Money as they discuss how taxes will impact you at different stages of your retirement. Also on the show, Iris Hunter, Translator of Exit – The Last Year With My Father, opens up the discussion about assisted dying and why it’s important to discuss end of life with your […]

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What Is the Executor’s Role When It Comes To Beneficiaries?

April 16, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Dave, Faisal, and guest host Rob Gerrie, Financial Advisor and Wealth Advisor at the Popowich Karmali Advisory Group, on More Than Money this Saturday at 3pm. They discuss the role of executor’s when it comes to your retirement planning and beneficiaries with Katharine Zhang, Partner at Walsh LLP. Also on the show, Brian D’Costa, […]

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How Will The Federal Budget Impact Your Taxes?

April 9, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Dave and guest host Rob Gerrie, Financial Advisor and Wealth Advisor at the Popowich Karmali Advisory Group, on More Than Money this Saturday at 3pm. They discuss the newly announced federal budget with Jamie Golombek, Managing Director of Tax and Estate Planning, CIBC. Also on the show, Myles Zyblock, Chief Investment Strategist with Dynamic […]

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Are We Heading Into a Recession?

April 8, 2022 Growth Health Income Legacy Lifestyle Taxes

What are the chances of a recession and how could it impact your retirement? Join Dave and Faisal on More Than Money this Saturday at 3pm as they discuss the chances of a potential recession with Andrew McCreath, CEO and CIO of Forge First Asset Management. […]

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How Will The Liberal/NDP Federal Party Coalition Impact Your Retirement?

March 26, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Faisal and guest host Rob Gerrie, Investment Advisor and Wealth Advisor with the Popowich Karmali Advisory Group, on More Than Money this Saturday at 3pm as they break down the details about the deal between the Liberal and NDP federal parties with Lori Williams, Associate Professor at Mount Royal University. Also on the show, […]

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Will This Be The Last War For Russia?

March 19, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Faisal and guest host Rob Gerrie, Investment Advisor with the Popowich Karmali Advisory Group, on More Than Money. Peter Zeihan, Geopolitical Analyst, is on the show to talk about what he sees as the most likely outcome of the conflict in Ukraine. Also on the show, Benjamin Tal, Deputy Chief Economist with CIBC World […]

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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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