April 20, 2024
Economy
Health
Income
Legacy
Lifestyle
Taxes
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 […]
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 […]
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 […]
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 […]
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. […]
What do you need to now before applying for a disability tax credit?
November 7, 2022
Growth
Health
Income
Legacy
Lifestyle
Taxes
Join Dave Popowich and Leanna Wachniak on More Than Money as they talk to Dr. Wayne MacLeod, family physician and author of “How to Successfully Apply for the Disability Tax Credit” about how to navigate the application process. […]
October 29, 2022
Growth
Health
Income
Legacy
Lifestyle
Taxes
Join Dave Popowich and Faisal Karmali on More Than Money as they talk to guest Dr. Jennifer Campos, Associate Scientific Director with Age-Well, about how advancements in technology are changing what we’re able to do as we age. Also on the show, what is the growth strategy for your retirement? Dave and Faisal discuss how […]
October 6, 2022
Growth
Health
Income
Legacy
Lifestyle
Taxes
Join Faisal Karmali and Rob Gerrie on More Than Money as they discuss what’s happening in the markets and their strategy for investing in the current environment. Also on the show, guest Jamie Golombek, Managing Director of Tax and Estate Planning at CIBC, talks about his own experiences taking on the CRA. […]
September 17, 2022
Growth
Health
Income
Legacy
Lifestyle
Taxes
Join Dave Popowich and Faisal Karmali on More Than Money as guest Kim Brundrit, Collective Impact Lead at Dementia Network Calgary, returns to talk about the importance of raising awareness about Alzheimer’s and dementia, and the initiatives that are making a positive impact on people living with these conditions. […]
September 10, 2022
Growth
Health
Income
Legacy
Lifestyle
Taxes
Join Dave Popowich and Rob Gerrie on More Than Money as they talk to Kim Brundrit, Collective Impact Lead at Dementia Network Calgary, about World Alzheimer’s Day coming up on September 21st and the Calgary initiatives that are having a positive impact on individuals with dementia. Also on the show, Frederick Vetesse, author of Retirement Income […]
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.