Executor Not Equal to Power of Attorney

Understanding the roles of an executor and power of attorney in estate planning

Executor ≠ Power of Attorney For your FREE Copy of Preserving Wealth CLICK HERE Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. One common source of confusion in estate planning is distinguishing between the roles of executor and Power of Attorney. Executor Your executor is the individual designated in your Will […]

How do you Develop a Diversified Portfolio?

Developing a Diversified Portfolio

How do you Develop a Diversified Portfolio? For your FREE Copy of Preserving Wealth CLICK HERE Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® “So how do you actually develop a diversified portfolio?” asked Sally. “I understand the basics between bonds and equities, and clearly I haven’t been doing […]

Appendix H: Interview Questions For A Financial Planner

Interview Questions for a Financial Planner

How To Interview A Financial Planner For your FREE Copy of Preserving Wealth CLICK HERE Financial planners can help you plan for retirement, find the best way to finance a new home, save for your child’s education or simply help put your finances in order. Whatever your needs, working with a professional financial planner is […]

Appendix G: Risk Management Planning

Risk Management Planning

For your FREE Copy of Preserving Wealth CLICK HERE  Protect yourself, your family & your retirement due to unforeseen or unexpected events without damaging your lifestyle and savings. Stage in Life Wealth Management Concerns Contingencies Single – No Kids Protect yourself Long Term Disability Insurance   Protect your ability to earn income Critical illness Insurance […]

5 Key Mindsets for the Transition to Retirement

transitioning to retirement

Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  Introduction 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 creating the mindsets for retirement […]

Appendix D: Executor Checklist

Executor Checklist

For your FREE Copy of Preserving Wealth CLICK HERE The duties of Executor/Executrix/Liquidator in Quebec (referred to as the Executor throughout this document) require you to take on the responsibility of administering the estate and carrying out the last wishes of the deceased. The Last Will and Testament is the legally binding record of the […]

Appendix C: Planning Your Will and Powers of Attorney

Wills and Powers of Attorney

For your FREE Copy of Preserving Wealth, CLICK HERE Introduction  This document contains background information regarding the planning of your Will and Powers of Attorney.  Its purpose is to provide you with a further understanding of the subject matter and related issues, in order to assist you in making key decisions.  Your Will – An […]

Free Book Offer to Kick Off Your Finances in 2024!

Free Book Offer

As we start the new year, the desire to organize and get our “financial house” in order is a common resolution. To jump start this process, I am thrilled to extend an exclusive offer– a chance to receive one of 10 complimentary hard copies of “Preserving Wealth: The Next Generation, The Definitive Guide to Protecting, […]

My Top Article Picks from the Past 3 Years

My top Article Picks from the past three years

Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  INTRODUCTION 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, whether you’re just starting your financial […]

Planning Your Retirement in the Next 36 Months?

Planning your Retirement in the next 36 months

Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. Are you considering retiring in the next 36 months, perhaps in 2024, 2025, or 2026? If so, it’s crucial to make sure you’re on the right financial path. Facing Key Challenges in Retirement Planning As you start this journey, […]