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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: September 18, 2023

How Much Are You Spending? A Hack to the Inevitable Question Everyone Wishes to Avoid from a CFP® Professional

How much are you spending?

Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management, with additional editing by ChatGPT. This question often induces unease as it delves into a reality many prefer to overlook. Before retirement enters the picture, the majority tend to align their spending with their earnings. If the inflow of money surpasses the outflow, tranquility […]

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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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