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Show Category: Taxes

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The Fraudster’s Playbook

November 14, 2020 | All Growth Income Lifestyle Taxes

Hear how investment frauds happen, and how to keep your family safe! Join Faisal and Andrew on More Than Money this Saturday at 3pm, as they chat with the Alberta Securities Commission’s Hilary McMeekin about the playbook that they see people who are stealing thousands of dollars using, and how to spot fraud before it […]

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What’s Next For The Markets?

October 17, 2020 | All Growth Income Legacy Lifestyle Taxes

Hear about what one of the country’s leading portfolio managers is watching for! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Philip Petursson, Chief Investment Strategist at Manulife Investment Management, about what he is expecting to see in the US election, and in the markets into 2021. […]

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How Does Your Home Affect Your Taxes?

August 22, 2020 | All Growth Income Lifestyle Taxes

Learn about some of the tax issues that can arise because of where you live! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss some of the surprising impacts that your home can have on how much you pay in tax. Kim Moody and Elan Harper of Moodys Tax […]

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Portfolio Structure, Real Estate and Tax Mistakes

August 1, 2020 | All Growth Income Lifestyle Taxes

Find answers to some frequently asked questions about retirement! Join Dave and Faisal on More Than Money this Saturday at 3pm, talk about some of the best pieces of the last few months, answering some frequently asked questions about retirement. Hear about structuring your retirement portfolio, and the most important part of retirement planning. Plus, […]

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Markets Are Missing What The Economy Isn’t

July 11, 2020 | All Growth Income Lifestyle Taxes

Learn how your investments might fare over the next few years! Join Faisal and Andrew on More Than Money this Saturday at 3pm, as they chat with Manulife Investment Management’s Chief Investment Strategist, Philip Petursson, about what he is expecting to see in the global markets for the next few months, from the impact of […]

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Cancelled Summer Travel Plans?

Learn about some replacement options that are still available! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Travel Alberta’s Director of Experience Development, Marty Eberth, about what exciting, unexpected, and fantastic experiences you can have, without needing to travel far! Find out about the safe options that […]

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Don’t Make This Tax Mistake

Learn about a commonly misunderstood form that could cost one taxpayer millions! Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with Jamie Golombek, CIBC Private Wealth Management’s Managing Director of Tax and Estate Planning, about a recent case of a commonly misunderstood tax form that could cost one […]

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How Will We Pay For Canada’s New Debt?

Dave and Faisal ask an MP for the latest from Ottawa! Join Dave and Faisal on More Than Money this Saturday at 5pm, as they chat with Michelle Rempel Garner, Conservative MP (Calgary Nose Hill), about the latest in COVID-19 relief measures, and some of the ways that the government could choose to pay for […]

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Local Research, Real Results

Learn about some local initiatives that are set to help you and your loved ones through and beyond COVID-19! Join Dave and Faisal on More Than Money this Saturday at 5pm, as they chat with Dr. Jacqueline McMillan, Clinical Assistant Professor, Geriatrics, at the Cumming School of Medicine about how they are changing their aging […]

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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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