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Seniors enjoying their Retirement Options

RRSP Maturity Options: What You Need to Know

You don’t have to wait until you’re 71 to convert your RRSP. You can do it anytime before then, depending on what works best for your retirement income strategy. The key is choosing the right option based on your goals, cash flow needs, and tax situation. If you are turning

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Caricature depicting A Barbell Approach to CPP That Just Might Work for You Too

He Starts Now. She Waits. CPP and Retirement

A Barbell Approach to CPP That Just Might Work for You Too Ross and Rachel are a couple I’ve been working with for years. Rachel retired a while ago. Ross is planning to wrap up work at the beginning of 2026. He’ll have a fully indexed pension that covers their

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Why retirees need a bear market plan explained by Jack Lumsden, MBA, CFP®

Why Every Retiree Needs a Bear Market Plan

Let’s be honest—market declines aren’t maybe in retirement. They are when. A typical retirement lasts 30 years, and during that time, there could be five or six bear markets. That’s five or six times the market could drop by 20% or more. And while we don’t know when those drops

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The Best Insights for retirement planning

Three of our Best Insights for March

Our Monthly 3-2-1- Newsletter RESOURCE: Five Key Mindsets for the Transition to Retirement Our blog has grown tremendously over the last three years, with over 100 posts, each aimed at providing valuable insights into financial planning. In this compilation, I’ve selected the articles that stand out as essential reads on

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How to Avoid Losing Money in the Stock Market by Jack Lumsden MBA, CFP®, Financial Advisor.

How to Avoid Losing Money in the Stock Market

Lately, market volatility has been making headlines, leaving many investors wondering what they should do. Should you sell? Hold steady? Make changes? Before making any big decisions, let’s break down what “losing money” really means and how you can protect your investments. What Does It Really Mean to “Lose Money”?

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The R6 Retirement Playbook for a smarter way to retire with confidence
Blog

The R6 Retirement Playbook™ A Smarter Way to Retire with Confidence

Retirement today isn’t what it used to be. People are living longer, everything gets more expensive, markets are unpredictable, and tax rules keep changing. That’s ...
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Seniors enjoying their Retirement Options
Blog

RRSP Maturity Options: What You Need to Know

You don’t have to wait until you’re 71 to convert your RRSP. You can do it anytime before then, depending on what works best for ...
Read More →
Caricature depicting A Barbell Approach to CPP That Just Might Work for You Too
Blog

He Starts Now. She Waits. CPP and Retirement

A Barbell Approach to CPP That Just Might Work for You Too Ross and Rachel are a couple I’ve been working with for years. Rachel ...
Read More →
Why retirees need a bear market plan explained by Jack Lumsden, MBA, CFP®
Blog

Why Every Retiree Needs a Bear Market Plan

Let’s be honest—market declines aren’t maybe in retirement. They are when. A typical retirement lasts 30 years, and during that time, there could be five ...
Read More →
The Best Insights for retirement planning
Blog

Three of our Best Insights for March

Our Monthly 3-2-1- Newsletter RESOURCE: Five Key Mindsets for the Transition to Retirement Our blog has grown tremendously over the last three years, with over ...
Read More →
How to Avoid Losing Money in the Stock Market by Jack Lumsden MBA, CFP®, Financial Advisor.
Blog

How to Avoid Losing Money in the Stock Market

Lately, market volatility has been making headlines, leaving many investors wondering what they should do. Should you sell? Hold steady? Make changes? Before making any ...
Read More →

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The Definitive Guide to Protecting, Investing, and Transferring Wealth.

You can purchase a Hard Copy of Preserving Wealth HERE

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Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.

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