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Nine Tax Strategies to Pay Less Tax in Retirement
Income tax is one of the largest expenses any retiree has. The Fraser Institute Report indicated that Canadians paid 45% of income as taxes in
The 38 Blog Posts from 2021
I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote
The Three Estate Buckets
Annually with clients, we review how their estate will be distributed to their beneficiaries. We determine if there are any changes in their desires, or opportunities
What do I do if I don’t want to be an executor?
The question that arises occasionally from clients is: Can you turn down the role of an executor if you are named one? Why turn it
Risks to Retirement Income Planning
Retirement Income Planning is a speciality in the world of financial advice. There are specific risks that are different from simply saving for retirement. It
Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question we receive is, “Should I transfer the ownership
How do you Develop a Diversified Portfolio?
How do you Develop a Diversified Portfolio? For your FREE Copy of Preserving Wealth CLICK HERE Excerpts from the Book – Preserving Wealth – written …
Appendix H: Interview Questions For A Financial Planner
How To Interview A Financial Planner For your FREE Copy of Preserving Wealth CLICK HERE Financial planners can help you plan for retirement, find the …
Appendix G: Risk Management Planning
For your FREE Copy of Preserving Wealth CLICK HERE Protect yourself, your family & your retirement due to unforeseen or unexpected events without damaging your …
5 Key Mindsets for the Transition to Retirement
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Introduction Our blog has grown tremendously over the last three years, with over …
Appendix D: Executor Checklist
For your FREE Copy of Preserving Wealth CLICK HERE The duties of Executor/Executrix/Liquidator in Quebec (referred to as the Executor throughout this document) require you …
Appendix C: Planning Your Will and Powers of Attorney
For your FREE Copy of Preserving Wealth, CLICK HERE Introduction This document contains background information regarding the planning of your Will and Powers of Attorney. …
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