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Learn More About Retirement Planning & Wealth Management
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
Preserving Wealth: Chapter Five, Protecting Your Family
Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Chapter 5 of Preserving Wealth discusses the crucial topic of protecting your family
How Does Retirement Spending Change as You Age?
As people transition into retirement or semi-retirement, they often wonder how much they can safely spend without running out of money. Although no one can
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
The Four Essential Family Conversations
You better have a Plan for a Retirement Home
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