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You’ve Helped Your Kid Buy a Home . . . Now what?

Over the last decade, we have seen more parents providing financial help to their Gen Z or millennial kids, from covering bills to allowing them to move back home to helping with down payments.  However, helping with these costs seems to be old news. According to Rob Carrick, Personal Finance Columnist with The Globe and […]

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“Retirement is like buying a home.”

“Retirement is like buying a home.” If you are in the process of purchasing a home, one question that is likely on your mind is ‘What kind of mortgage payments can I afford?’.  If you are thinking about retiring, you may be asking ‘How much income do I need?’ and ‘Will my investments and other […]

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If You Could Live to 200, Would You?

Join us on a thought experiment: Imagine there was a pill you could take today that would allow you to live until age 200. But instead of experiencing the normal aging process, it would keep you perfectly healthy until you died peacefully in your sleep. Would you take it? Your first thoughts may be a […]

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WHY SHOULD YOU COME TO OUR SEMINAR?

Can I afford to retire? Will inflation and volatility ruin my retirement plans? How do I ensure my family is looked after? What happens if I have an unexpected health event? Can I support the lifestyle I want in retirement?

When it comes to preparing for a fulfilling and financially stable retirement, there are so many questions you need answered.

Dave and Faisal’s seminar will give you the practical tools and advice you need to bring your vision for retirement to life. Dave and Faisal cover topics like investment and tax strategies, financial and estate planning, and lifestyle goals to help make sure you’re ready to take the next steps toward retirement.

Sign up for their seminar today!

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