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Show Category: Taxes

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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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How To Create Your Own Pension Plan

November 17, 2018 | All Growth Income Taxes

Find out if this alternative to an RRSP is an option for you! Join Dave and Faisal on More Than Money this Saturday at 3 pm to hear from Navaz Cassam, President of GBL Inc. on Retirement Compensation Arrangements and Individual Pension Plans! Find out who they might work for and how to go about […]

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Tax Strategies, Surgery Delays and Luxury Living

August 11, 2018 | All Health Lifestyle Taxes

Get tips to upgrade all areas of your life! Join Faisal on More Than Money this Saturday for as he covers areas that could upgrade your life in all areas! Hear how the new income splitting rules could affect your taxes, and how to handle them with guest Chartered Professional Accountant, Nizam Shajani of Shajani […]

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All About CPP Reforms

June 23, 2018 | All Growth Income Taxes

Find out what could change, and how it could affect you! Join Dave on More Than Money this Saturday to find out what reforms to the Canada Pension Plan (CPP) are coming, and how they could affect both paying into and receiving money from the plan in your retirement. The CD Howe Institute’s Alex Laurin […]

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Taxes, Transfers, Health and Happiness

May 26, 2018 | All Health Income Lifestyle Taxes

A wide-ranging show covering often-overlooked topics that can have a big impact on your retirement! Join Faisal on More Than Money this Saturday as he covers a number of items that people often overlook in retirement, but that can have a major impact! CIBC’s Jamie Golombek joins the show to discuss the tax implications of […]

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Practical Tips for Investing and Estate Planning

May 12, 2018 | All Growth Legacy Taxes

Get information from experts that will help you make better decisions! Join Dave and Faisal on More Than Money this Saturday, as they discuss how you can become a better investor with the principles of behavioural finance. They are joined by psychologist, behavioural finance expert and bestselling author Daniel Crosby to chat about how to […]

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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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