Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning

Pump Your Tires!
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I ride my bike during the winter when the temperature is above freezing, and the roads are dry. This past weekend I went for a ride on Saturday, and I felt slow and sluggish, realizing my

The Six Levers to Retirement Income Planning
When you are about to make the big transition from your working years to your work optional or retirement years, you will need to create a lifetime income from the financial assets you have accumulated to replace the monthly paycheque you received when working. To do this, there are six

Kicking up Life Lessons and Fun with Football
Assante advisors are part of the fabric of their communities across Canada and they contribute to their local quality of life in a variety of ways.
Smart Tax Strategies for Retirees: The Four Types of Income in Retirement
Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits
Retirement Income Planning
Medical and Health Care Options for Retirees
How to Prepare for the Next Big One.
Key Points for Wills and Powers of Attorney’s
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





