Insights
Learn More About Retirement Planning & Wealth Management
What is the process once you Hire a Financial Advisor?
May 21, 2021
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Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I was speaking to someone on the phone a couple of
How do Financial Advisors get Paid?
May 21, 2021
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Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It is important to understand how a financial advisor is compensated
What is the Next Gen Education Conversation?
May 13, 2021
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Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It has been my experience that personal finance has not been
Are Tax Free Savings Accounts Misnamed?
Excerpt from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® “Ok, smarty pants, what about TFSAs? How do they fit in?” ...
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Three of our Best Insights for January 2025
Our Monthly 3-2-1- Newsletter Our blog has grown tremendously over the last three years, with over 100 posts, each aimed at providing valuable insights into ...
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Three of our Best Ideas for December
Our Monthly 3-2-1 Newsletter Wrap-up 2024: A Simple Financial Checklist As we approach the end of 2024, now is the perfect time to take stock ...
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Game Plan Strategy – Wrap-Up 2024: A Simple Financial Checklist
We’re here to help you reach your financial goals. Each month, take a few minutes to check in on these key areas of your plan. ...
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Why the Legacy Conversation is Important
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The Legacy conversation is an important talk to have with your ...
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Why I Do What I Do
I’ve always believed that people deserve to live their best lives, not just during their working years but as they transition into and through retirement. ...
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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
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