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Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Why you need a Will

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

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Transition to Retirement
Blog

Your Retirement Road Map: How to Make the Transition to Retirement

White Paper INTRODUCTION Likely you have worked most or all your adult life, often for over 30 years. At some point you will be looking …

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Risks to Retirement
Blog

Six Unique Risks to Retirement Income Planning

As part of the retirement income planning puzzle, there are several unique risks or challenges that you must account for in your planning for retirement …

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Regular Progress Meetings
Blog

What should you expect in regular progress meetings with your advisor?

Regular progress meetings should be scheduled during the year to update and adjust your retirement income plan. Your advisor should behave more like a guide …

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Creating Retirement Road Map
Blog

How do you Create a Retirement Road Map?

Once you have found a financial advisor that specializes in retirement income planning, they should be able to guide you through the process using a …

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Financial Advisors
Blog

Where do Financial Advisors work?

If you are unwilling to create and manage your own Retirement Road Map, you will want to find an advisor that specializes in working with …

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Will and Power of Attorney planning
Blog

Planning your Will and Powers of Attorney

A common question we received is what we should consider when planning our wills and powers of attorney.  The following excerpt from the Book – …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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