Serving Burlington, Oakville & Surrounding Areas
What are Segregated Funds Podcast is also available to read HERE
4 Things Retirees Should Know About the 4% Rule Podcast is also available to read HERE
What to do during a Market Downturn or Recession Podcast is also available to read HERE
6 Unique Risks to Retirement Income Planning Podcast is also available to read HERE
Where Do Financial Advisors Work Podcast is also available to read HERE
Jack Lumsden is a Financial Advisor with Assante Financial Management Ltd. The opinions expressed are those of the author and not necessarily those of Assante Financial Management Ltd. Please contact Jack Lumsden at 905-332-5503 or visit jacklumsden.com to discuss your particular circumstances prior to acting on the information above.
Please visit www.assante.com/legal for important legal and regulatory disclosures relating to this
information.
For a FREE E-book copy of Preserving Wealth, CLICK HERE
Sign up to receive valuable information to assist with your tax, estate and retirement planning.
Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.
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
905-332-5503 jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3