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Show Category: Legacy

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Planning Your Finances For Retirement

February 13, 2021 | All Growth Health Income Legacy Lifestyle Taxes

Hear about some of the common questions! Join Dave, Faisal and Andrew on More Than Money this Saturday at 3pm, as they chat with Andrew McCreath, President and CEO of Forge First Asset Management and BNN host, about some of the recent trading activity in the markets that has been making headlines. Then, hear from […]

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Investment Considerations For 2021

January 16, 2021 | All Growth Health Income Legacy Lifestyle

Hear what you should take into consideration when investing this year! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Manulife Investment’s Chief Investment Strategist, Philip Petursson, about what he’s watching in 2021, and what you could learn for your portfolio. […]

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Planning to Retire in 2021?

Hear about the best places to live in retirement! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Dan Prescher, Senior Editor at InternationalLiving.com, about their list of the top places in the world to retire – and how you can retire to one of these fantastic destinations! […]

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Save On Taxes and Protect Your Family

December 26, 2020 | All Income Legacy Lifestyle Taxes

Get some great tips about protecting your family’s finances! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they share some great tips to help you save on taxes, protect your family from fraud, and invest wisely. Hear some tips you can use to save on taxes this year, from CIBC’s […]

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Will The Government Take Your Assets To Pay For The Country’s Debt?

December 12, 2020 | All Growth Health Legacy Lifestyle

Hear from an economist about how likely that is! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Deputy Chief Economist Benjamin Tal of CIBC World Markets, about how likely it is that the Canadian government could seize your personal assets for the country’s debt. And if you […]

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Can A Court Change Your Estate Plan?

November 28, 2020 | All Growth Health Income Legacy

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 […]

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What’s Next For The Markets?

October 17, 2020 | All Growth Income Legacy Lifestyle Taxes

Hear about what one of the country’s leading portfolio managers is watching for! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Philip Petursson, Chief Investment Strategist at Manulife Investment Management, about what he is expecting to see in the US election, and in the markets into 2021. […]

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Common Estate Mistakes

October 3, 2020 | All Growth Income Legacy Lifestyle

Hear about some common mistakes that can cause a fight in your family over money! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Jennifer Lamb, an estate litigator at Carscallen LLP, about the common mistakes she sees clients make that set up possible fights in court over […]

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How to Keep Your Family From Fighting Over Money

August 29, 2020 | All Growth Income Legacy Lifestyle

Learn about some of the common issues that cause lawsuits over wills! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss some of the pitfalls in estate planning that can cause huge disagreements in your family. They’re joined by estate litigator Jennifer Lamb, Partner at Carscallen LLP, as she […]

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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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