Skip to content
FREE RETIREMENT READINESS ASSESSMENT
Jack Lumsden, MBA, CFP®, is a Senior Financial Advisor with CI Assante Wealth Management Ltd., available to help you gain peace of mind and achieve your dreams for the future.
Call Us
Write to us
  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
  • Client Interviews
  • Insights
    • Top Articles
  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
  • Client Interviews
  • Insights
    • Top Articles
Facebook Linkedin Google Youtube
jlumsden@assante.com
905-332-5503
Get Your Free Retirement Readiness Assessment
Jack Lumsden, MBA, CFP®, is a Senior Financial Advisor with CI Assante Wealth Management Ltd., available to help you gain peace of mind and achieve your dreams for the future.
  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
  • Client Interviews
  • Insights
    • Top Articles
  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
  • Client Interviews
  • Insights
    • Top Articles

Day: December 20, 2021

What is the first step to creating your Financial Road Map for Retirement?

Road Map

If you wish to create your own Financial Road Map for retirement, you need two things to start: You need to know where you are today, and Your best guess (estimate) of where you want to go.  If you don’t know where you are today, you can’t create a plan to get where you want […]

CIRO Advisor Report

Disclaimers

  • Privacy
  • Legal and Compliance

www.ciro.ca

CI Assante Wealth 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

CIRO Advisor Report

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

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

CI Assante Wealth Management Ltd

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

© All rights reserved

Facebook Linkedin Google Youtube