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Show Category: Taxes

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How are Canadians feeling about retirement?

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michelle Munro, Director of Tax and Retirement Research with Fidelity, about the challenges facing Canadians in retirement and what they’re doing about it. Also on the show, Marc Saltzman, tech expert and columnist, talks about how technology can help older adults […]

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How are the new capital gains rules affecting business owners?

Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Dan Kelly, President and CEO, Canadian Federation of Independent Business, about the carbon tax, proposed changes to the capital gains tax, and other issues that are impacting Canadians. Also on the show, Andrew McCreath, CEO and CIO, Forge First Asset Management, […]

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Why are expats renouncing their U.S. citizenship?

April 27, 2024 | Lifestyle Taxes

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Azam Rajan, Foreign Legal Consultant, Bordera Tax and Immigration Law, about why so many expats are thinking about giving up their U.S. citizenship, and how it can impact taxes and estate planning. Also on the show, Sophia Titley, Senior Editor, Live […]

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How does the 2024 Federal Budget impact you?

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michelle Rempel Garner, MP for Calgary Nose Hill, about the 2024 Federal Budget and how the official opposition is reacting.Also on the show, Brian Ernewein, Senior Advisor at KPMG in Canada’s National Tax Centre, gives us his thoughts on the budget […]

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The secret weapon of wealthy Canadians

April 13, 2024 | Growth Income Legacy Lifestyle Taxes

You may not need life insurance, but should you want it? Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Julia Garner, Estate Planning Specialist with CIBC Wood Gundy, about the common misconception that as your wealth increases, your need for insurance decreases. They’ll explain how life insurance can be […]

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How to protect pets in estate planning

March 23, 2024 | Legacy Lifestyle Taxes

Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Katharine Zhang, Partner with Walsh LLP, about how to provide for your pets in your estate plans. Also on the show, Nishadh Mohammed, Editor with HelloSafe, talks about how owning a dog is getting more expensive and how that could impact […]

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Are you helping your kids financially?

January 27, 2024 | Economy Income Lifestyle Taxes

Join Dave Popowich and Faisal Karmali as they talk to Rob Carrick, Personal Finance Columnist at The Globe and Mail, about a survey showing that parents are now having to help their adult children afford to live in their homes, not just buy them. Also on the show, Rob Cross, Life Coach, Speaker, and Author […]

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How to set yourself up for success in 2024

January 6, 2024 | Taxes

Join Dave Popowich and Faisal Karmali as they talk to Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, about what you need to be aware of from a tax perspective in 2024 and how to make the most of tax-saving opportunities. […]

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WHY SHOULD YOU COME TO OUR SEMINAR?

Can I afford to retire? Will inflation and volatility ruin my retirement plans? How do I ensure my family is looked after? What happens if I have an unexpected health event? Can I support the lifestyle I want in retirement?

When it comes to preparing for a fulfilling and financially stable retirement, there are so many questions you need answered.

Dave and Faisal’s seminar will give you the practical tools and advice you need to bring your vision for retirement to life. Dave and Faisal cover topics like investment and tax strategies, financial and estate planning, and lifestyle goals to help make sure you’re ready to take the next steps toward retirement.

Sign up for their seminar today!

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