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Learn More About Retirement Planning & Wealth Management

Does your game plan strategy for retirement include monthly financial goals?
Blog

Game Plan Strategy: Monthly Financial Checklists

Monthly Financial Checklists As part of our commitment to helping you achieve your financial goals, we have provided you with a monthly financial planning checklist. ...
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Discussion on the advantages of unused RRSP contributions.
Blog

Should we take Advantage of our unused RRSP contribution limits?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question that we receive every year prior to the ...
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The Essential Steps as You Prepare for Retirement
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The Essential Steps as You Prepare for Retirement

Download the White Paper: How to Make the Transition to Retirement HERE.   Typically, within 5 years of your projected retirement or work-optional date, it’s important ...
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By Rebalancing Your Portfolio and creating a systematic plan, you are able to take advantage of global market fluctuations.
Blog

Rebalancing Your Portfolio

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Today we are going to be reviewing portfolio rebalancing, and how ...
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There are four essential conversations that families should be having concerning their financial and estate plans.
Blog

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, ...
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You better have a plan for a retirement home
Blog

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 ...
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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.

Serving Burlington, Oakville & Surrounding Areas

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