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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.
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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: April 6, 2026

What is the First Step to Creating your Financial Road Map for Retirement?

Creating a Financial 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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CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization.

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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

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