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Show Category: Taxes

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How are the new capital gains rules affecting business owners?

Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Dan Kelly, President and CEO, Canadian Federation of Independent Business, about the carbon tax, proposed changes to the capital gains tax, and other issues that are impacting Canadians. Also on the show, Andrew McCreath, CEO and CIO, Forge First Asset Management, […]

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Why are expats renouncing their U.S. citizenship?

April 27, 2024 | Lifestyle Taxes

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Azam Rajan, Foreign Legal Consultant, Bordera Tax and Immigration Law, about why so many expats are thinking about giving up their U.S. citizenship, and how it can impact taxes and estate planning. Also on the show, Sophia Titley, Senior Editor, Live […]

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How does the 2024 Federal Budget impact you?

Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Michelle Rempel Garner, MP for Calgary Nose Hill, about the 2024 Federal Budget and how the official opposition is reacting.Also on the show, Brian Ernewein, Senior Advisor at KPMG in Canada’s National Tax Centre, gives us his thoughts on the budget […]

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The secret weapon of wealthy Canadians

April 13, 2024 | Growth Income Legacy Lifestyle Taxes

You may not need life insurance, but should you want it? Join Dave Popowich and Faisal Karmali on More Than Money as they talk to Julia Garner, Estate Planning Specialist with CIBC Wood Gundy, about the common misconception that as your wealth increases, your need for insurance decreases. They’ll explain how life insurance can be […]

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How to protect pets in estate planning

March 23, 2024 | Legacy Lifestyle Taxes

Join Faisal Karmali and Rob Gerrie on More Than Money as they talk to Katharine Zhang, Partner with Walsh LLP, about how to provide for your pets in your estate plans. Also on the show, Nishadh Mohammed, Editor with HelloSafe, talks about how owning a dog is getting more expensive and how that could impact […]

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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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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?

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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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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