Insights
Learn More About Retirement Planning & Wealth Management
Why Do You Need A Will?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Although the past pandemic seems to be under control, it has
RRSP Maturity Options: What you Need to Know
If you are turning 71 this year (born in 1952), you must convert your RRSP to an income plan by the end of 2023. It
Strategies when Receiving an Inheritance
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Having a reputable Financial Advisor is a good start. For the
Chapter 4: Tax Concerns, RRSPs, and TFSAs
For your FREE Copy of Preserving Wealth, CLICK HERE We were finishing up the Cajun hot dogs when David had the gall to complain that
Resources to Review As You Approach Retirement
As you reach your mid to late 50s and early 60s (and as you look in the mirror), you begin to realize you are closer
Key 2023 Financial Planning Facts and Figures
RRSPs Spousal RRSP Rules TFSAs Old Age Security (OAS) OAS Claw Back (recovery tax) 2023 Canada Pension Plan (CPP) Payments Registered Education (RESP) Limits Probate
Are Tax Free Savings Accounts Misnamed?
Three of our Best Insights for January 2025
Three of our Best Ideas for December
Game Plan Strategy – Wrap-Up 2024: A Simple Financial Checklist
Why the Legacy Conversation is Important
Why I Do What I Do
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
