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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: 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 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.

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