Serving Burlington, Oakville & Surrounding Areas
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
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
Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. For your FREE Copy of Preserving Wealth, CLICK HERE …
For your FREE Copy of Preserving Wealth, CLICK HERE The Estate Documents Conversation The estate documents conversation is a conversation you should have with your …
Retirement Income Planning Options Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® For your FREE E-Copy of Preserving Wealth, CLICK …
For your FREE E-Copy of Preserving Wealth, CLICK HERE In recent years, annuities have gained renewed appeal for retirees due to the shift in interest rates. …
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. Are you a Canadian resident dreaming of owning your …
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. In the recently released 2023 Fidelity Retirement Report, retirees’ …
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
