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Questions to ask your Financial Planner

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 decision for families to make. The following are key questions that FP Canada has designed to help in the selection process. How to Interview a

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PROBATE

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 fees or the estate administration tax.  The reason is simple, in Ontario, probate fees are 1.5% of the estate over $50,000.  This fee is applied

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What are the different investment classes?

What are the different investment classes?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Before you invest your money, you should understand what the actual investment is. The following passage describes the three basic investment classes. Alice had listened politely but was clearly get­ting impatient. “So, Uncle Wayne, you know

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The Process of Hiring a Financial Planner

What is the process once you Hire a Financial Advisor?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I was speaking to someone on the phone a couple of weeks ago, and the question they asked was “what is the process after we hire a financial advisor?”. This is a very important question to

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A couple ready to plan their retirement is asking the question how their financial advisor gets paid.
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How Do Financial Advisors Get Paid?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It is important to understand how a financial advisor is compensated ...
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Our Monthly 3-2-1- Newsletter for May by Jack Lumsden, MBA, CFP®
Blog

Three of our best Insights for May

Our Monthly 3-2-1- Newsletter  RESOURCE: What are the Retirement Income Investment Options As you transition from your working years to retirement or optional work years, ...
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The R6 Retirement Playbook for a smarter way to retire with confidence
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The R6 Retirement Playbook™ A Smarter Way to Retire with Confidence

Retirement today isn’t what it used to be. People are living longer, everything gets more expensive, markets are unpredictable, and tax rules keep changing. That’s ...
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Seniors enjoying their Retirement Options
Blog

RRSP Maturity Options: What You Need to Know

You don’t have to wait until you’re 71 to convert your RRSP. You can do it anytime before then, depending on what works best for ...
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Caricature depicting A Barbell Approach to CPP That Just Might Work for You Too
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He Starts Now. She Waits. CPP and Retirement

A Barbell Approach to CPP That Just Might Work for You Too Ross and Rachel are a couple I’ve been working with for years. Rachel ...
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Why retirees need a bear market plan explained by Jack Lumsden, MBA, CFP®
Blog

Why Every Retiree Needs a Bear Market Plan

Let’s be honest—market declines aren’t maybe in retirement. They are when. A typical retirement lasts 30 years, and during that time, there could be five ...
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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

Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.

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