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: March 2, 2022

How Business Owners can increase their Retirement Savings by Investing within their Corporation.

Increase Retirement Savings

A great strategy many owners of Canadian-controlled private corporations (CCPC) use to build up retirement savings is to invest within their corporation using the benefit of the tax deferral between their personal income tax rate and the small business income tax rate.   Why invest with your CCPC?  Investing within your CCPC offers the potential to defer […]

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