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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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Coping With Changes From COVID-19

April 11, 2020 | All Growth Health Income Lifestyle Taxes

Suggestions to help with the financial to the mental challenges of the virus! Join Dave & Faisal on More Than Money this Saturday at 5pm, as they chat with several guests about coping with changes to your situation due to COVID-19. First, they talk about how you can approach your investments during this time. Then, […]

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Changes To Your Tax Filing This Year

March 28, 2020 | All Growth Health Income Lifestyle Taxes

Find out how your taxes are being impacted this year by the stimulus measures! Join Dave & Faisal on More Than Money this Saturday at 3pm, as they chat with CIBC Private Wealth Management’s Managing Director of Tax and Estate Planning, Jamie Golombek. He shares what stimulus measures the government has taken, and how they […]

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Will You Be On The Hook For Your Loved One’s Estate Tax Bill?

Hear about a recent case that suggests you could be! Join Dave & Faisal on More Than Money this Saturday at 3pm, as they chat with Jamie Golombek about a recent case that highlights how far the CRA can reach for to claim taxes on an estate. Plus, if you’re a public sector pension plan […]

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Tough Retirement Questions

February 8, 2020 | All Growth Income Legacy Lifestyle Taxes

From how much you need, to navigating life changes, get some answers in this week’s episode! Join Faisal on More Than Money this Saturday at 3pm as he chats with a series of experts about some of the toughest retirement questions! Co-Host of the 770 CHQR Morning Show, Sue Deyell, joins Faisal to talk about […]

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Tricky Tax Situations

January 25, 2020 | All Growth Income Lifestyle Taxes

Find out how to deal with this CRA form that you may have in common with a certain royal couple! Join Dave and Faisal on More Than Money this Saturday at 3pm as they talk with CIBC’s Jamie Golombek about the T1135 tax form, that you may have in common with Harry and Meghan if […]

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2020 Kickoff

January 11, 2020 | All Growth Health Income Lifestyle Taxes

Start the new year off right with some tips that could save you money on taxes! Join Dave and Faisal on More Than Money this Saturday at 3pm as they talk with Jamie Golombek, CIBC’s Managing Director of Tax and Estate Planning, about a few ways to start your year with potential savings on your […]

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All About Taxes

December 21, 2019 | All Growth Income Taxes

Hear some of the best tax tips for 2019! Join Dave, Faisal and Andrew on More Than Money this Saturday at 3pm as they run down some of the best tax tips and segments for 2019. They chat with Max Reed of SKL Tax about a potential cross-border estate tax issue that could catch you […]

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Mind Over Money

December 7, 2019 | All Income Lifestyle Taxes

Find out what is most important to your retirement! Join Dave and Faisal on More Than Money this Saturday at 3pm as they chat about the most important part of your retirement — and it’s not how much you have saved! They talk about the difference between people who worry about the bottom line in […]

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Top Tips To Reduce Your Tax Bill

November 30, 2019 | All Growth Income Lifestyle Taxes

Find out what you need to do before the end of the year! Join Faisal & Andrew on More Than Money this Saturday at 3pm as they chat with Jamie Golombek, CIBC Financial Planning and Advice’s Managing Director, as he shares the top tax strategies that can reduce your tax bill that you would have to […]

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More Than Money

Is the Alberta Pension Plan dead?

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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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