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Jack Lumsden Logo
  • About
    • Our Team
    • About Assante
  • Retirement
  • Services
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Estate Planning
    • Investment Planning
  • Client Reviews
  • Insights
    • Top Articles
  • About
    • Our Team
    • About Assante
  • Retirement
  • Services
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Estate Planning
    • Investment Planning
  • Client Reviews
  • 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 […]

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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.

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