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Understanding The Intricacies of Legacy Planning in a Blended Family

What do you need to keep in mind to ensure conflict within your family doesn’t happen? Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Jennifer Lamb, Partner at Carscallen LLP, about the legal details that come with legacy planning and how those details can get even more […]

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Calgary Is Ranked 13th In The World When It Comes To Work-Balance

What does it mean to have healthy work-life balance and why did Calgary rank so well internationally? Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Pablo Martinez who conducted a study on the best cities to live in when it comes to work-life balance. He also weighs […]

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What Is The Cost Of Getting Older?

Expenses change as you age. Make sure your portfolio can support those changes so you can focus on your goals and objectives in retirement. Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Kathy Mendham, Founder and Seniors Advisor at Proactive Seniors Ltd. about the unexpected expenses that […]

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Are You Losing Out On Opportunities By Investing With Your Advisor?

Make sure you understand what your portfolio is doing for you and how you can can make the most of the opportunities that present themselves. Join Dave and Faisal on More Than Money this Saturday at 3pm, as they talk to Philip Petursson, Chief Investment Strategist and Head of Capital Markets Research at Manulife, about […]

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What place should dividend paying stocks have in your portfolio?

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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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