Hear about some of the items you should take into account! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they hear about the major considerations when you consider buying or selling real estate in your retirement, plus one way that you could do it yourself, as they are joined by […]
Read More… from Thinking About Buying or Selling Real Estate in Retirement?
Hear about some major misconceptions, and whether Canadians are getting smarter with their money! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they hear about the results of a new survey by the Alberta Securities Commission that asked how much Canadians really know about their investments and the way they […]
Read More… from Do We Really Understand What We’re Paying For Investments?
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 […]
Read More… from How to Keep Your Family From Fighting Over Money
Learn about some of the tax issues that can arise because of where you live! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss some of the surprising impacts that your home can have on how much you pay in tax. Kim Moody and Elan Harper of Moodys Tax […]
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 […]
Find answers to some frequently asked questions about retirement! Join Dave and Faisal on More Than Money this Saturday at 3pm, talk about some of the best pieces of the last few months, answering some frequently asked questions about retirement. Hear about structuring your retirement portfolio, and the most important part of retirement planning. Plus, […]
Read More… from Portfolio Structure, Real Estate and Tax Mistakes
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 how one manager is preparing for the next few years! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to David Fingold, Vice President and Senior Portfolio Manager at Dynamic Funds, for his unique take on how portfolios will fare over the next few years, and how he […]
Read More… from An Award-Winning Portfolio Manager’s Take On Your Money
Learn how your investments might fare over the next few years! Join Faisal and Andrew on More Than Money this Saturday at 3pm, as they chat with Manulife Investment Management’s Chief Investment Strategist, Philip Petursson, about what he is expecting to see in the global markets for the next few months, from the impact of […]
Learn about some replacement options that are still available! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Travel Alberta’s Director of Experience Development, Marty Eberth, about what exciting, unexpected, and fantastic experiences you can have, without needing to travel far! Find out about the safe options that […]
More Than Money
How do tax changes impact you and what should you do about it?
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:
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!
500 Centre Street SE
27th Floor
Calgary, AB T2G 1A6
