


Why Do You Need A Will?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The current COVID -19 Pandemic has resulted in many pausing to
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The current COVID -19 Pandemic has resulted in many pausing to
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Having a reputable Financial Advisor is a good start. For the
WHAT IS A CERTIFIED FINANCIAL PLANNER Serving Burlington, Oakville & Surrounding Areas REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH Get Your
The definitive guide to protecting, investing, and transferring wealth.
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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