Insights
Learn More About Retirement Planning & Wealth Management

If you are within 5 years of retirement, do this now!
June 1, 2021
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Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Track your expenses!! If you are thinking about retiring within the

What are the different investment classes?
May 26, 2021
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Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Before you invest your money, you should understand what the actual

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
Ross and Rachel’s Transition to Retirement: A Clearer Path Forward
February 3, 2025
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Case Study: Ross (64) is gearing up for retirement this year, while Rachel (60) retired last year after dedicating over 35 years to her career. ...
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What is the Next Gen Education Conversation?
January 22, 2025
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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 ...
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Are Tax Free Savings Accounts Misnamed?
January 15, 2025
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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
January 8, 2025
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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
December 24, 2024
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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
December 5, 2024
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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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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
