Serving Burlington, Oakville & Surrounding Areas
If you wish to create your own Financial Road Map for retirement, you need two things to start: You need to know where you are
When helping clients and their families make the transition to retirement or work optional years, I have discovered that there are four key pillars to
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I ride my bike during the winter when the temperature is
When you are about to make the big transition from your working years to your work optional or retirement years, you will need to create
In a recent conversation, I was asked if there are any advantages to consolidate their investments and financial advisors as they approach retirement.
Planning for taxes in retirement is like putting together a puzzle that is specific to each retiree. The type of income determines how it is
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
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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
