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How do you Create a Retirement Road Map?
Once you have found a financial advisor that specializes in retirement income planning, they should be able to guide you through the process using a
Where do Financial Advisors work?
If you are unwilling to create and manage your own Retirement Road Map, you will want to find an advisor that specializes in working with
Planning your Will and Powers of Attorney
A common question we received is what we should consider when planning our wills and powers of attorney. The following excerpt from the Book –
Retirement Income Withdrawal Strategies
Retirement Income Withdrawal Strategies In our conversations with people making the transition from their working years to retirement, many have done a great job of
What is the Tax-Free First Home Savings Account?
In the 2022 Federal Budget, the federal government proposed a new savings vehicle for first-time home buyers. The Tax-Free First Home Savings Account (FHSA) is
Ontario Staycation Tax Credit
If you are travelling in Ontario this year, be sure to keep track of your accommodation expenses as they can help you reduce your taxes.
How do you Develop 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 …
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 …
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 …
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 …
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 …
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. …
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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