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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…
Older man appearing stressed over paperwork
Financial Planning •

The real cost of retiring early

Many people dream of an early retirement. Some want to travel while they’re still healthy enough to enjoy it. Others are just running out of the physical or mental steam needed to keep working. Whatever the reason, the allure of leaving your job behind to start the next chapter of your life can be strong.…
Senior woman's retirement savings in a jar
Financial Planning, Retirement •

Are you afraid of spending in retirement?

“If I just had more money, life would be easier.” Sound familiar? Here’s the surprising part: Everyone says it. From our highest net worth client to our teenage kids, and everyone in between. Overcoming fears with financial planning If the fear of not having enough money is keeping you up at night, the first question…
Income, Retirement •

From saving to drawdown in retirement: Understanding RRIFs

Guest Post: Alberta Securities Commission Imagine this: you have diligently saved towards retirement for decades, consistently contributing to your Registered Retirement Savings Plan (RRSP) or Group RRSP plan through your employer during your working years. Now, with retirement on the horizon, a new question arises: how do you withdraw from your hard-earned savings and create…

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More Than Money

What place should dividend paying stocks have in your portfolio?

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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!

Sign Up Today
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