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Show Category: Legacy

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Unexpected Estate Tax Issues

September 7, 2019 | All Growth Income Legacy Lifestyle Taxes

Hear about a potential estate surprise that could have significant tax consequences! Join Dave and Faisal on More Than Money this Saturday at 3 pm for a short show before the football game as they chat with Cross-Border Tax Lawyer Max Reed of SKL Tax in Vancouver about potential issues arising with the tax on […]

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What Happens If There Is A Recession?

August 10, 2019 | All Growth Income Legacy Lifestyle

Find out why the CD Howe Institute is urging the Bank of Canada to share their plans! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with Martin Eichenbaum, Professor of Economics at Northwestern University, about his recent piece for the CD Howe Institute, where he lays out […]

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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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Will We Be Cared For By Robots?

June 1, 2019 | All Growth Health Legacy Lifestyle

Find out what our health care might look like in the future! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with aging expert and author Deborah Carr about how artificial intelligence is impacting health care, and how far technology will go to help us stay healthy as […]

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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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Solving The Retirement Puzzle

December 22, 2018 | All Growth Income Legacy Lifestyle Taxes

We give you a few tricks to help fill in the missing pieces! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they recap some of the best tips for retirees from 2018! First, hear what retirement really looks like with the results of Fidelity’s Retirement Survey. Then, if you […]

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2019 Market Outlook

December 15, 2018 | All Growth Income Legacy

We review what happened this year and look ahead to what 2019 might have in store! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with Myles Zyblock, Chief Investment Strategist at Dynamic Funds, about what to expect in 2019 in the markets, globally! […]

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Improve Your Financial Skills

December 1, 2018 | All Growth Income Legacy Lifestyle

Find out where and how you can learn financial management skills! Join Dave and Faisal on More Than Money this Saturday at 3 pm to hear from Canada’s Financial Literacy Leader, Jane Rooney, as she gives her tips on where you can get the information you need to make better financial decisions and have more […]

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Where Will Interest Rates Go?

November 10, 2018 | All Growth Health Income Legacy Lifestyle

Find out why one strategist thinks rates will reverse next year, and what it could mean for us! Join Dave and Faisal on More Than Money this Saturday at 3 pm to hear from Ian Pollick, CIBC’s Head of North American Rates Strategy, as he discusses why he thinks rates will decrease next year, and […]

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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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