Serving Burlington, Oakville & Surrounding Areas
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I was speaking to someone on the phone a couple of
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It is important to understand how a financial advisor is compensated
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It has been my experience that personal finance has not been
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Ok, smarty pants, what about TFSAs? How do they fit in?”
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The Legacy conversation is an important talk to have with your
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Over the long term, taxation and inflation reduces your real purchasing
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CPA® How much Life Insurance do we need? “ A common rule …
As a Canadian business owner and incorporated professional, you understand the importance of planning for retirement outside of your business value. An Individual Pension Plan …
For your FREE Copy of Preserving Wealth, CLICK HERE Sandra and I had just finished the dishes on Friday night at the cottage while Sally …
Managing your finances and investments can be complicated. You may not be comfortable investing on your own. If you need help making decisions about how …
As you transition from your working years to retirement or optional work years, creating a cash flow stream from your investments is critical to retirement …
For your FREE Copy of Preserving Wealth, CLICK HERE The following weekend, Sandra and I woke up early on Saturday. The water was still, and …
For a FREE E-book copy of Preserving Wealth, CLICK HERE
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905-332-5503 jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3
