Blog Hero

Show Category: Legacy

Listen Live

What Are You Missing in Retirement?

August 15, 2020 | All Growth Health Income Legacy Lifestyle

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 […]

Read More… from What Are You Missing in Retirement?

Your Role As An Executor

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 […]

Read More… from Your Role As An Executor

Don’t Make This Tax Mistake

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 […]

Read More… from Don’t Make This Tax Mistake

Is Reopening The Right Thing To Do?

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 […]

Read More… from Is Reopening The Right Thing To Do?

The New Global Economy

May 9, 2020 | All Growth Income Legacy Lifestyle

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 […]

Read More… from The New Global Economy

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 […]

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

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 […]

Read More… from What Does Real Retirement Look Like?

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 […]

Read More… from Tough Retirement Questions

Listen Now

More Than Money

Are you worried about running out of money in retirement?

As Seen On

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!

instagram facebook facebook2 pinterest twitter google-plus google linkedin2 yelp youtube phone location calendar share2 link star-full star star-half chevron-right chevron-left chevron-down chevron-up envelope fax