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Taxes •

6 year-end tax strategies you may want to consider

Tax is the single biggest expense most people will have this year. And while paying tax is inevitable, when and how much you pay is where strategy comes in. Typically people take tax planning year by year. They only think about it in March or April when they’re preparing to file their return. But by…
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.…
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Taxes •

New capital gains rules may put corporations at risk

On June 25, 2024, the changes proposed by the federal budget took effect and the capital gains inclusion rate (CGIR) rose from one-half to two-thirds. However there are still some details that need to be ironed out, particularly for private corporations. A complex calculation is now in place to determine how much corporations can distribute…
Economy, Taxes •

Capital Gains Changes: Impacting Taxpayers and Business Owners

Since the proposed federal budget was released in April, there has been a lot of talk about what the changes—particularly to capital gains tax—will mean for Canadians. For entrepreneurs thinking about retirement, the process will be a lot more complicated than simply notifying their employer that they will be leaving the company. Many business owners…
Health, Lifestyle •

The secret to staying injury-free as you age

Think way back to grade-school gym class. Remember the line sprints, the side shuffles, the hurdles? Depending on your younger self’s level of athleticism, you may have thought these drills were designed to torture you. But they were actually designed to develop your agility. Agility is the ability to start, stop, or change direction without…
Economy, Taxes •

How Does the 2024 Federal Budget Impact You?

The 2024 federal budget was recently released and it includes a number of proposed tax changes. The change to capital gain tax is one topic that has prompted much debate and anxiety. We want to cut through the noise and explain what is happening, how it could potentially impact you, and what you can do…

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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!

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