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The Real Affect of Taxes and Inflation on Investment Returns
April 26, 2021
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Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Over the long term, taxation and inflation reduces your real purchasing
Should we take Advantage of our unused RRSP contribution limits?
April 21, 2021
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Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question that we receive every year prior to the
Rebalancing Your Portfolio
April 16, 2021
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Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Today we are going to be reviewing portfolio rebalancing, and how
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
“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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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 ...
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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 – ...
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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 ...
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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 ...
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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
