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Dave and Faisal
Financial Planning •

10 things we’d never do as Retirement Transition Specialists

As Retirement Transition Specialists, we’ve helped hundreds of Canadians retire with a wealth management strategy built on processes, knowledge, and experience.  ‘What is a Retirement Transition Specialist?’ you might ask. Consider this analogy: If you needed heart surgery, you wouldn’t go to your family doctor. You would go to a heart specialist. Your traditional investment…

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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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