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 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. […]
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 […]
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 […]
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 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 […]
Hear about how the Canadian economy might be impacted in the next few months! Join Dave and Andrew on More Than Money this Saturday at 5pm, as they chat with CIBC’s Deputy Chief Economist, Benjamin Tal, about how the Canadian economic situation looks right now, and what a recovery might look like. He also shares […]
Dave and Faisal talk about common strategies! Join Dave and Faisal on More Than Money this Saturday at 5pm, as they chat with Shane Melanson, Director of Melanson Developments and host of The Investing Advantage podcast, as he lists some of the ways that real estate can play a part in your retirement investing strategy. […]
Learn what changes we might see due to governments’ support measures! Join Dave and Faisal on More Than Money this Saturday at 5pm, as they chat with geopolitical expert Peter Zeihan about how COVID-19 support measures from governments might change the global economy. Plus, find out how paying for those support measures could impact your […]
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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!