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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
    • Client Interviews
  • Financial Services
    • Retirement Income Planning
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Investment Planning
    • Estate Planning
  • Road Map
  • BOOK
  • Top Articles
  • Insights
    • Podcasts
  • About
    • Our Team
    • About Assante
    • Client Interviews
  • Financial Services
    • Retirement Income Planning
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Investment Planning
    • Estate Planning
  • Road Map
  • BOOK
  • Top Articles
  • Insights
    • Podcasts

Day: May 29, 2023

How Business Owners Can Increase Retirement Savings Using an Individual Pension Plan (IPP)

An Individual Pension Plan (IPP) is a great retirement tool

As a Canadian business owner and incorporated professional, you understand the importance of planning for retirement outside of your business value. An Individual Pension Plan (IPP) is a great retirement tool, especially for high-income earners aged 40 and up.  What is an IPP? An IPP is a defined pension plan registered with the Canadian Revenue […]

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Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.

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

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Disclaimers

  • Privacy
  • Legal and Compliance

www.mfda.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 Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.

ASSANTE FINANCIAL MANAGEMENT LTD.

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

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