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Show Category: Legacy

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Tips For Tricky Estate Planning Situations

September 8, 2018 | All Growth Income Legacy

A lawyer shares some useful info! Join Dave and Faisal on More Than Money this Saturday at 3 pm for a short show before the Stampeders kickoff! They talk to estate lawyer Katharine Zhang of Walsh LLP, as she shares some tips to deal with tough estate planning situations, and how you can avoid experiencing […]

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Retirement: Expectation vs. Reality

July 28, 2018 | All Health Income Legacy

Hear the results of Fidelity’s 2018 Retirement Survey! Join Dave and Faisal on More Than Money this Saturday as they find out what real retirees say retirement is like compared to their expectations — and what planning tools are most useful. Peter Bowen, Fidelity Investment’s Vice-President of Tax and Retirement Research, joins the show to […]

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Canada’s Economy: How Are We Doing?

June 9, 2018 | All Growth Income Legacy Lifestyle

Find out what impact the global issues are having on us at home! Join Dave and Faisal on More Than Money this Saturday as they discuss the state of the Canadian economy with Shailesh Kshatriya, Director of Canadian Strategies at Russell Investments. Then, if you are planning to help your children with down payments for […]

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Practical Tips for Investing and Estate Planning

May 12, 2018 | All Growth Legacy Taxes

Get information from experts that will help you make better decisions! Join Dave and Faisal on More Than Money this Saturday, as they discuss how you can become a better investor with the principles of behavioural finance. They are joined by psychologist, behavioural finance expert and bestselling author Daniel Crosby to chat about how to […]

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The Truth About Probate Fees

April 14, 2018 | All Growth Legacy

Is there a wrong way to save on your estate costs? Join Dave and Faisal on More Than Money this Saturday to learn all about probate fees, with Calgary estate lawyer Katharine Zhang of Walsh LLP. She explains what those fees are, some strategies to reduce them, and why it might not be worth worrying […]

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More Than Money

Who should make your financial decisions if you can’t?

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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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