Serving Burlington, Oakville & Surrounding Areas
As a retiree, there are a few tax credits you should be aware of which may reduce your tax bill. Every dollar you save in tax means either more spending and/or preserving your wealth for you.
While working many Canadians have medical and health insurance as an employee benefit. Their company often pays for a substantial portion of the coverage, and most often medical and health insurance expires when you retire.
Assante advisors are part of the fabric of their communities across Canada and they contribute to their local quality of life in a variety of ways.
The last event I attended prior to COVID was the Daytona 500 in February 2020.
You may be wondering how a NASCAR race relates to the topic of retirement income planning?
Families during COVID-19 have realized that they should focus on concerns such as planning the family’s future. One of the most difficult challenges a Certified
One of the most important decisions a retiree must make is how to create an income and cash-flow strategy from the financial assets they have accumulated over their lifetime.
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
