Insights

Learn More About Retirement Planning & Wealth Management

A couple ready to plan their retirement is asking the question how their financial advisor gets paid.

How Do Financial Advisors Get Paid?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It is important to understand how a financial advisor is compensated if you hire one. The following is a summary from FP Canada. How will I Pay for Your Services? Your planner should disclose in writing

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Our Monthly 3-2-1- Newsletter for May by Jack Lumsden, MBA, CFP®

Three of our best Insights for May

Our Monthly 3-2-1- Newsletter  RESOURCE: What are the Retirement Income Investment Options As you transition from your working years to retirement or optional work years, creating a cash flow stream from your investments is critical to retirement planning.  There are five main retirement investment options to consider when developing a

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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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A couple ready to plan their retirement is asking the question how their financial advisor gets paid.
Blog

How Do Financial Advisors Get Paid?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It is important to understand how a financial advisor is compensated ...
Read More →
Our Monthly 3-2-1- Newsletter for May by Jack Lumsden, MBA, CFP®
Blog

Three of our best Insights for May

Our Monthly 3-2-1- Newsletter  RESOURCE: What are the Retirement Income Investment Options As you transition from your working years to retirement or optional work years, ...
Read More →
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 →

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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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