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What Are We Seeing Happen in the Global Markets?

And where are the opportunities worldwide? Join Dave and Faisal on More Than Money as they talk to Robert Beauregard, Chief Investment Officer of Global Alpha, about his outlook on volatility, global markets and what you need to be aware of so you can find opportunities. Podcast available here: https://omny.fm/shows/more-than-money/what-are-we-seeing-happen-in-the-global-markets […]

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What Healthcare Costs Might You Face As You Age?

Nirmal Singh, VP of Individual Products with the Alberta Blue Cross is on the show to discuss healthcare planning for your retirement. Also on the show, Erin Billowits, Founder and Personal Trainer at Vintage Fitness, discusses why physical activity is crucial as you age. Are you discussing end of life plans with your loved ones? […]

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What Would ‘Fix’ Canada’s Healthcare System?

Former Ontario Deputy Minister of Health and Professor at the Department of Surgery at the University of Toronto joins the show to highlight ways in which Canada’s healthcare system can be better, faster and more cost effective. Also on the show, Dr. Meghan McDonough, Professor, Faculty of Kinesiology at the University of Calgary, discusses the […]

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Why are out of province buyers interested in Calgary real estate?

Join Dave and guest host Rob Gerrie, on More Than Money. What’s causing the Calgary real estate market to be this intriguing for buyers outside of Alberta? Adam Sharek, Realtor with CIR Realty, joins the show to discuss the reason people are choosing Calgary and how it’s affecting housing prices. Also on the show, Frederic […]

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Are You Considering Pre-Planning Your Memorial or Final Arrangements?

Join Dave and guest host Rob Gerrie, Wealth Advisor and Investment Advisor with the Popowich Karmali Advisory Group, on More Than Money. With Jason Kenney announcing he will be stepping down as the provinces premier, Mount Royal University Associate Professor, Lori Williams, joins the show to talk about what is happening in Alberta politics. Also on […]

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Asset Management and Market Conditions

What should you anticipate happening in the markets going forward? Join Dave and Faisal on More Than Money where they discuss current market conditions with Michael Sager, Vice-President of Multi-Asset and Currency at CIBC Asset Management. What does he anticipate moving forward and how can you profit and protect? […]

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Will Calgary’s Housing Market Continue to Boom?

Join Faisal and guest host, Investment Advisor and Wealth Advisor with the Popowich Karmali Advisory Group, Rob Gerrie, on More Than Money. We saw record house sales in Calgary this spring. Will that continue into the summer? (CREB), answers that questions and gives us more insight into what we are seeing in the housing market. […]

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How Do Travel Restrictions Differ Around the World?

Join Faisal and guest host, Investment Advisor and Wealth Advisor with the Popowich Karmali Advisory Group, Rob Gerrie, on More Than Money this Saturday at 3pm. They discuss the best travel practices and what you need to know about restrictions around the world with Omar Kaywan, Co-founder of Goose Insurance. Also on the show, will […]

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What Is The Secret To Minimizing Taxes?

Join Dave and Faisal on More Than Money as they discuss how taxes will impact you at different stages of your retirement. Also on the show, Iris Hunter, Translator of Exit – The Last Year With My Father, opens up the discussion about assisted dying and why it’s important to discuss end of life with your […]

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What Is the Executor’s Role When It Comes To Beneficiaries?

Join Dave, Faisal, and guest host Rob Gerrie, Financial Advisor and Wealth Advisor at the Popowich Karmali Advisory Group, on More Than Money this Saturday at 3pm. They discuss the role of executor’s when it comes to your retirement planning and beneficiaries with Katharine Zhang, Partner at Walsh LLP. Also on the show, Brian D’Costa, […]

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More Than Money

Are you worried about running out of money in retirement?

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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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