Serving Burlington, Oakville & Surrounding Areas
Income tax is one of the largest expenses any retiree has. The Fraser Institute Report indicated that Canadians paid 45% of income as taxes in
I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote
Annually with clients, we review how their estate will be distributed to their beneficiaries. We determine if there are any changes in their desires, or opportunities
The question that arises occasionally from clients is: Can you turn down the role of an executor if you are named one? Why turn it
Retirement Income Planning is a speciality in the world of financial advice. There are specific risks that are different from simply saving for retirement. It
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question we receive is, “Should I transfer the ownership
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes some of the risks …
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management, with additional editing by ChatGPT. This question often induces unease as it delves into …
One of the pivotal questions frequently encountered by retirees is, “When should I start Old Age Security (OAS) benefits?” Should OAS be commenced at age …
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The COVID-19 Pandemic highlighted the key issue of Eldercare in Canada …
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE For more information, refer to Preserving Wealth: The Next Generation – The definitive guide …
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE “This is great coffee, Sandra,” said Uncle Wayne. “I wish you could talk your Aunt …
For a FREE E-book copy of Preserving Wealth, CLICK HERE
Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
905-332-5503 jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3
