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Show Category: Income

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The Danger of Over-Contributing

June 8, 2019 | All Growth Income Legacy Taxes

Find out what happens if you over-contribute to your RRSP or TFSA, even by accident! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with Jamie Golombek of CIBC Financial Planning & Advice about what the CRA does if you over-contribute to your RRSP or TFSA, what you […]

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Balancing Care and Career

May 25, 2019 | All Health Income Lifestyle

Find out how to juggle caring for loved ones and your career or retirement! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with author and founder of WorkingDaughter.com, Liz O’Donnell, about the struggle that many baby boomers face as they try to juggle their best earning years […]

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Is Helping Your Kids Hurting Your Retirement?

May 18, 2019 | All Growth Income Lifestyle

Find out how common this sacrifice is; plus, don’t miss this week’s special guest! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they find out how many Canadians are sacrificing their retirements to help their adult children with education, home purchases and more! They chat with FP Canada Consumer […]

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Do You Disagree With Your Tax Bill?

May 4, 2019 | All Growth Income Lifestyle Taxes

Find out what to do if you think the CRA made a mistake! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat about how to dispute a notice of assessment from the Canada Revenue Agency (CRA) with CIBC’s Managing Director of Tax & Estate Planning, Jamie Golombek. Jamie […]

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Are Canadians Satisfied With Retirement?

April 27, 2019 | All Growth Health Income Lifestyle

Find out with a look at the latest survey! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they find out what the life satisfaction of Canadian retirees is like, as they chat with Associate Professor Dr. Paul Kershaw of the UBC School of Population and Public Health about the […]

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Handling Retirement’s Challenges

April 20, 2019 | All Growth Health Income Lifestyle Taxes

Find out how to handle challenges from taxes to transitioning to retirement! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they recap some great tips from the last few months about handling some of retirement’s biggest challenges. Find out how to help out your family members financially without sacrificing […]

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Alberta’s Election vs. Your Retirement

April 13, 2019 | All Growth Income Lifestyle

Find out how the outcome could affect you! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with Professor of Communication Studies and holder of MRU’s Ralph Klein Chair in Media Studies, David Taras, about how the platforms of the UCP and NDP could change your retirement, and […]

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Will We See A Recession Soon?

March 30, 2019 | All Growth Income Lifestyle Taxes

Find out how Canada’s economic situation looks! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat about what the economy currently looks like, what we could expect in the next few months and years, and how that could impact your retirement! Shailesh Kshatriya, the Director of Canadian Strategies […]

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The Federal Budget Impact

March 23, 2019 | All Growth Income Legacy Lifestyle

Find out how this week’s announcement could affect you! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they dive into the potential impacts of the plans announced this week in the Federal Budget with CIBC’s Chief Economist, Avery Shenfeld. […]

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More Than Money

Are you worried about running out of money in retirement?

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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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