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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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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. […]

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How are smart technologies impacting aging?

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 […]

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What’s happening in the markets?

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. […]

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Dementia Awareness: How to start the conversation

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. […]

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September 21st is World Alzheimer’s Day

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 […]

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How is ‘Shelflation’ Impacting Canadians at the Grocery Store?

July 23, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Rob Gerrie on More Than Money as he talks to Dr. Sylvain Charlebois, Senior Director at Agri-Food Analytics Lab at Dalhousie University about how inflation and supply chain issues are affecting the cost of food. Is another recession in our future? Benjamin Tal, Deputy Chief Economist of CIBC World Markets shares his thoughts on […]

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What Does It Mean To ‘Un-Retire’?

July 9, 2022 Growth Health Income Legacy Lifestyle Taxes

Join Dave and Faisal on More Than Money  as they talk to George Jerijan, a Mindset Mentor and Speaker about the biggest things he learned in retirement and his journey to ‘un-retirement’. Also on the show, how does diet and exercise fit into your quality of life as you age? Justin Slimm with Aeon Future […]

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What Healthcare Costs Might You Face As You Age?

June 20, 2022 All Growth Health Income Legacy Lifestyle Taxes

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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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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