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Retirement Investing Tools

August 31, 2019 | All Growth Income Lifestyle Taxes

Answering some frequently asked questions about investing in retirement! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they share a few of their favourite segments from the past few weeks and highlight some tips about investing in retirement. They start by sharing their own suggestions for preparing for ‘black […]

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Life Changes and Investment Losses

Get tips about how to make the best of your situation! Join Dave on More Than Money this Saturday at 3 pm as he chats with CIBC’s Jamie Golombek about how losses in your investment portfolio might help you save on taxes, in more situations than you may have considered. Then, Dave takes a look […]

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The Danger of Over-Contributing

June 8, 2019 | All Growth Income Legacy Taxes

Find out what happens if you over-contribute to your RRSP or TFSA, even by accident! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with Jamie Golombek of CIBC Financial Planning & Advice about what the CRA does if you over-contribute to your RRSP or TFSA, what you […]

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Do You Disagree With Your Tax Bill?

May 4, 2019 | All Growth Income Lifestyle Taxes

Find out what to do if you think the CRA made a mistake! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat about how to dispute a notice of assessment from the Canada Revenue Agency (CRA) with CIBC’s Managing Director of Tax & Estate Planning, Jamie Golombek. Jamie […]

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Handling Retirement’s Challenges

April 20, 2019 | All Growth Health Income Lifestyle Taxes

Find out how to handle challenges from taxes to transitioning to retirement! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they recap some great tips from the last few months about handling some of retirement’s biggest challenges. Find out how to help out your family members financially without sacrificing […]

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Will We See A Recession Soon?

March 30, 2019 | All Growth Income Lifestyle Taxes

Find out how Canada’s economic situation looks! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat about what the economy currently looks like, what we could expect in the next few months and years, and how that could impact your retirement! Shailesh Kshatriya, the Director of Canadian Strategies […]

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Talking About Taxes

January 26, 2019 | All Growth Income Lifestyle Taxes

Get a few tips to start 2019 off right! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they chat with Sharon Numerow, Tax Specialist at Calgary’s Choice Tax Services, about some tax tips that everyone can use to save them money in 2019. Then, hear about a new app […]

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Top Tips of 2018

December 29, 2018 | All Income Lifestyle Taxes

Hear some of Dave & Faisal’s picks for best tips of 2018! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they recap some of the best tips for retirees from 2018! Are you ready to retire? How do you know? Find out from the co-author of a study on […]

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Solving The Retirement Puzzle

December 22, 2018 | All Growth Income Legacy Lifestyle Taxes

We give you a few tricks to help fill in the missing pieces! Join Dave and Faisal on More Than Money this Saturday at 3 pm as they recap some of the best tips for retirees from 2018! First, hear what retirement really looks like with the results of Fidelity’s Retirement Survey. Then, if you […]

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Don’t Ignore This Risk In Your Retirement Plan

November 24, 2018 | All Growth Health Income Lifestyle Taxes

Hear about this important planning pitfall! Join Faisal and Andrew on More Than Money this Saturday at 3 pm to hear from Bonnie-Jeanne MacDonald, PhD, FSA, and Senior Research Fellow at the National Institute on Aging at Ryerson University, as she talks about her research that has exposed some shortfalls in traditional retirement planning. Then, […]

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More Than Money

Are you worried about running out of money in retirement?

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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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