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Smart Tax Strategies for Retirees: The Four Types of Income in Retirement

November 8, 2021 No Comments

Planning for taxes in retirement is like putting together a puzzle that is specific to each retiree. The type of income determines how it is taxed. Each year in retirement this must be reviewed to determine what is the best strategy that balances your current year’s income, and your long-term

Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits

October 10, 2021 No Comments

As a retiree, there are a few tax credits you should be aware of which may reduce your tax bill. Every dollar you save in tax means either more spending and/or preserving your wealth for you.

For Jack Lumsden, Senior Wealth Advisor at Assante Financial Management Ltd. in Burlington, Ontario, football is his passion and a central part of his connection with the city.

Kicking up Life Lessons and Fun with Football

September 28, 2021 No Comments

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.

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Retirement Income Planning

February 10, 2026 No Comments

In a recent conversation, I was asked if there are any advantages to consolidate their investments and financial advisors as they approach retirement.

A common question or concern as people approach retirement is what should they do about medical and health care coverage when they retire?

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Medical and Health Care Options for Retirees

January 19, 2026 No Comments

While working many Canadians have medical and health insurance as an employee benefit. Their company often pays for a substantial portion of the coverage, and ...

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How to Prepare for the Next Big One.

January 12, 2026 No Comments

The last event I attended prior to COVID was the Daytona 500 in February 2020. You may be wondering how a NASCAR race relates to ...

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Key Points for Wills and Powers of Attorney’s

January 5, 2026 No Comments

After COVID-19 families realized they should focus on planning the family’s future. One of the most difficult challenges a Certified Financial Planner® has is to ...