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Tax Credit Reviews

Key Tax Credits to Review

Key Tax Credits to Review As everyone begins to assemble their tax documents to complete their 2021 income tax returns, there are some tax credits

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Capital Gains Tax Changes 2024
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What Should We Do with the Change in Capital Gains Tax?

For your FREE Copy of Preserving Wealth, CLICK HERE The latest budget has proposed an increase in the capital gains inclusion rate for individuals, corporations, ...
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What are the two Main Types of Risks when Investinv?
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What are the Two Main Types of Risks when Investing?

For your FREE Copy of Preserving Wealth, CLICK HERE Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® There are ...
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Earning Investment Income in a Corporation
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Earning Investment Income in a Corporation – Budget Update

For your FREE Copy of Preserving Wealth, CLICK HERE Written by: Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. A great strategy many ...
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How much income do you need in retirement
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How much income do you need in Retirement?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® For your FREE Copy of Preserving Wealth CLICK HERE How Much ...
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Canadian Dental Care Plan
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Introducing the Canadian Dental Care Plan (CDCP)

Written by: Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. For your FREE Copy of Preserving Wealth CLICK HERE In January 2024, Canada ...
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Are Executors the same as Power of Attorney?
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Executor Not Equal to Power of Attorney

Executor ≠ Power of Attorney For your FREE Copy of Preserving Wealth CLICK HERE Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management ...
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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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