Protecting Your Family – Insurance
November 16, 2020 No Comments
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CPA® How much Life Insurance do we need? “ A common rule
Serving Burlington, Oakville & Surrounding Areas
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CPA® How much Life Insurance do we need? “ A common rule
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
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 …
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 …
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 …
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 …
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 …
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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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
