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Medical and Health Care Options

Medical and Health Care Options for Retirees

While working many Canadians have medical and health insurance as an employee benefit. Their company often pays for a substantial portion of the coverage, and most often medical and health insurance expires when you retire.

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How do you develop a diversified portfolio?
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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 …

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Interview Questions for a Financial Planner
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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 …

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Risk Management Planning
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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 …

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transitioning to retirement
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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 …

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Executor Checklist
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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 …

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Wills and Powers of Attorney
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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.  …

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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

Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.

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