Insights
Learn More About Retirement Planning & Wealth Management

Smart Tax Strategies for Retirees: Income Splitting
Income tax is one of the largest expenses any retiree has. A smart tax strategy to reduce a family’s overall tax burden is to split the income. This means to shift income from a spouse or common law partner (CLP) who is in a higher tax bracket to one who is in a lower tax bracket.

Registered Education Savings Plan (RESP)
My kids are 18 and 20, does setting up a new Registered Education Savings Plan (RESP) still make sense? Excerpts from the Book – Preserving

Who should you name as Executor?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question I received as an advisor is whom should

Questions to Ask When Interviewing a Financial Planner
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Deciding on which financial planner to hire is a particularly important

Why Probate may be a good thing!
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Much has been written about the various strategies to avoid probate

COVID-19 and the Essential Family Conversations You Should be Having
COVID-19 has brought family planning and care issues to the forefront for many families as concerns for their loved ones and their economic well being
Ross and Rachel’s Transition to Retirement: A Clearer Path Forward
What is the Next Gen Education Conversation?
Are Tax Free Savings Accounts Misnamed?
Three of our Best Insights for January 2025
Three of our Best Ideas for December
Game Plan Strategy – Wrap-Up 2024: A Simple Financial Checklist
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
