Insights
Learn More About Retirement Planning & Wealth Management
The Four Essential Family Conversations
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Based on my experience of helping many families over the years,
You better have a Plan for a Retirement Home
“You better have a Plan for a Retirement Home, as I am not funding that bill.” Excerpts from the Book – Preserving Wealth – written
How Business Owners Can Boost Retirement Savings with an Individual Pension Plan (IPP)
As a Canadian business owner or incorporated professional, planning for retirement goes beyond relying on your business value. An Individual Pension Plan (IPP) offers a
What are the Top 26 Estate Planning Tips to Consider?
Estate Planning helps ensure a stress-free transition of your assets to the next generation or intended beneficiaries. Excerpts from the Book – Preserving Wealth –
What are the key items to consider when reviewing your insurance needs?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® As we clattered around in the kitchen, we summarized the major
Preserving Wealth: Chapter Six, Estate Planning – Wills and Powers of Attorney
Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Chapter 6 discusses the intricacies of estate planning, focusing on wills and powers
Why I Do What I Do
The Real Affect of Taxes and Inflation on Investment Returns
Game Plan Strategy: Monthly Financial Checklists
Should we take Advantage of our unused RRSP contribution limits?
The Essential Steps as You Prepare for Retirement
Rebalancing Your Portfolio
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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