Insights

Learn More About Retirement Planning 

Interview Questions for a Financial Planner

Appendix H: 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

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Risk Management Planning

Appendix G: 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

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Five Key Mindsets for the Transition to Retirement

5 Key Mindsets for the Transition 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

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Executor Checklist

Appendix D: 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

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Planning Your Will and Powers of Attorney

Appendix C: Planning Your Will 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

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Free Book Offer

Free Book Offer to Kick Off Your Finances in 2024!

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,

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Three Insights for August on financial and retirement planning.
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Three of our Best Insights for August

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter Four, Tax Concerns, RRSPs and TFSAs. Uncle Wayne, with his wealth of financial knowledge, shared invaluable lessons ...
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Game Plan Strategy for August is Top Financial Goals.
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Game Plan Strategy: August Financial Checklist

This Month’s Focus: Are These Really Your Top Financial Goals? If I asked you to name your top 3 financial goals, what would you say? ...
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Insurance & Risk Management Financial Checklist
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Insurance & Risk Management Financial Checklist

Your insurance and risk planning are big pieces of your overall financial picture. Use this checklist to make sure your coverage still fits your goals ...
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Deciding on which financial planner to hire is a particularly important decision for families to make.
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Questions to Ask When Interviewing a Financial Planner

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Deciding on which financial planner to hire is a particularly important ...
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Smart tax planning can make a real difference. If you'd like to review your plan or have questions about anything on this checklist, we’re here to help.
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Game Plan Strategy: Your Monthly Financial Checklist

This Month’s Focus: Tax Planning Tips to Keep More of What You Earn Smart tax planning can make a real difference—not just today, but over ...
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Three Insights for July 2024 by Jack Lumsden, MBA, CFP®
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Three of our Best Insights for July

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter One, What are the 7 Key Lessons for Inheritance and Financial Planning?  In the first chapter of Preserving ...
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Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

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

You can purchase a Hard Copy of Preserving Wealth HERE

Download Your FREE copy of our White Paper: ‘Your Retirement Road Map: How to Make the Transition to Retirement’ HERE

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

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