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Retirement Planning & Wealth Management for Those Over the Age of 50, Jack Lumsden, CFP®, Assante Financial Management Ltd. Burlington ON
  • About
    • Our Team
    • About Assante
  • Retirement
  • Services
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Estate Planning
    • Investment Planning
  • Client Reviews
  • Top Articles
  • Insights
  • About
    • Our Team
    • About Assante
  • Retirement
  • Services
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Estate Planning
    • Investment Planning
  • Client Reviews
  • Top Articles
  • Insights

Day: November 17, 2021

Retirement Income Planning – 10 reasons to consolidate your investments and financial advisors as you approach retirement.

10 reasons to consolidate your investments as you approach retirement

In a recent conversation, I was asked if there are any advantages to consolidate their investments and financial advisors as they approach retirement.

CIRO Advisor Report

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Assante Financial Management Ltd. is a member of the Canadian Investment Regulatory Organization.

Contact Us
905-332-5503              jlumsden@assante.com
1100 Walkers Line  
Suite 502 
Burlington, Ontario 
L7N 2G3

Disclaimers

  • Privacy
  • Legal and Compliance

www.ciro.ca

Contact Us

905-332-5503      jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3

Assante Financial Management Ltd. is a member of the Canadian Investment Regulatory Organization.

ASSANTE FINANCIAL MANAGEMENT LTD.

Insurance products and services are provided through Assante Estate and Insurance Services. Inc.

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