Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
Executor Not Equal to Power of Attorney
Executor ≠ Power of Attorney For your FREE Copy of Preserving Wealth CLICK HERE Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. One common source of confusion in estate planning is distinguishing between the roles of executor and Power of Attorney. Executor Your executor is the
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 by Jack Lumsden, MBA, CFP® “So how do you actually develop a diversified portfolio?” asked Sally. “I understand the basics between bonds and equities, and
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 best way to finance a new home, save for your child’s education or simply help put your finances in order. Whatever your needs, working with
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 lifestyle and savings. Stage in Life Wealth Management Concerns Contingencies Single – No Kids Protect yourself Long Term Disability Insurance Protect your ability to
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 100 posts, each aimed at providing valuable insights into financial planning. In this compilation, I’ve selected the articles that stand out as essential reads on
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 to take on the responsibility of administering the estate and carrying out the last wishes of the deceased. The Last Will and Testament is the
Should I Transfer the Ownership of My House or Investment Account into Joint Ownership
What Do I Do if I Don’t want to be An Executor?
Risks to Retirement Income Planning
What is the First Step to Creating your Financial Road Map for Retirement?
The Six Levers to Retirement Income Planning
The Four Pillars to a Successful and Happy Retirement
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
