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Will You Be On The Hook For Your Loved One’s Estate Tax Bill?

Hear about a recent case that suggests you could be! Join Dave & Faisal on More Than Money this Saturday at 3pm, as they chat with Jamie Golombek about a recent case that highlights how far the CRA can reach for to claim taxes on an estate. Plus, if you’re a public sector pension plan […]

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Can Your Personality Dictate Whether Your Retirement Is A Success?

February 29, 2020 | All Growth Health Income Lifestyle

Hear about some research that says it has more of an effect than you think! Join Dave & Faisal on More Than Money this Saturday at 3pm, as they chat with Texas Tech University researcher Dr. Sarah D. Asbedo about her research into how your personality can change your financial situation without you knowing it. […]

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Is There A Better Way To Handle Retirement Income?

February 22, 2020 | All Growth Income Lifestyle

Hear about some suggestions to improve the retirement income system! Join Dave & Faisal on More Than Money this Saturday at 3pm they chat with Senior Fellow Keith Ambachtsheer of the National Institute on Aging about his proposals for reforming the Canadian retirement income system, and what retirees usually miss when setting up their income […]

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What Does Real Retirement Look Like?

February 15, 2020 | All Growth Income Legacy Lifestyle

One of Calgary’s favourite radio hosts shares how his is going so far! Join Dave & Faisal on More Than Money this Saturday at 3pm they chat with special guest retired 770CHQR host Gord Gilles, and his wife Kandi McElary, as they share what their retirement has looked like so far, how it has differed […]

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Tough Retirement Questions

February 8, 2020 | All Growth Income Legacy Lifestyle Taxes

From how much you need, to navigating life changes, get some answers in this week’s episode! Join Faisal on More Than Money this Saturday at 3pm as he chats with a series of experts about some of the toughest retirement questions! Co-Host of the 770 CHQR Morning Show, Sue Deyell, joins Faisal to talk about […]

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Risks To Watch For In 2020

February 1, 2020 | All Growth Health Income Lifestyle

Learn about some of the biggest potential market risks that investment professionals are watching! Join Dave and Faisal on More Than Money this Saturday at 3pm as they talk with Myles Zyblock, Chief Investment Strategist at Dynamic Funds, about what he’s watching in the markets this year, including important trigger points and geopolitical events that […]

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Tricky Tax Situations

January 25, 2020 | All Growth Income Lifestyle Taxes

Find out how to deal with this CRA form that you may have in common with a certain royal couple! Join Dave and Faisal on More Than Money this Saturday at 3pm as they talk with CIBC’s Jamie Golombek about the T1135 tax form, that you may have in common with Harry and Meghan if […]

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2020 Economic Forecast

January 18, 2020 | All Growth Income Lifestyle

Recession? Cold War? Find out what could happen this year. Join Dave and Faisal on More Than Money this Saturday at 3pm as they talk with CIBC’s Deputy Chief Economist, Benjamin Tal, about what we could see in the Canadian economy this year, and how it may impact you. Will we see a recession? How […]

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2020 Kickoff

January 11, 2020 | All Growth Health Income Lifestyle Taxes

Start the new year off right with some tips that could save you money on taxes! Join Dave and Faisal on More Than Money this Saturday at 3pm as they talk with Jamie Golombek, CIBC’s Managing Director of Tax and Estate Planning, about a few ways to start your year with potential savings on your […]

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What Do You Want From Your Advisor?

January 4, 2020 | All Growth Income Lifestyle

Find out about some surprising preferences of Canadians about their financial advice! Join Faisal and Andrew on More Than Money this Saturday at 3pm as they hear what Canadians really want from their financial advisors, as Kathy Engle, Vice-President, Strategy at IIROC, chats with them about the results of a survey that found that Canadians […]

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ARE YOU TRULY PREPARED FOR 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:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

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!

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