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Learn More About Retirement Planning & Wealth Management

Retirees aim to reduce their tax burden while striving for a tax-efficient estate transfer to the next generation.

The Retiree’s Initial Tax Decision

Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. In the recently released 2023 Fidelity Retirement Report, retirees’

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Understanding the roles of an executor and power of attorney in estate planning
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Executor Not Equal to Power of Attorney

Executor ≠ Power of Attorney For your FREE Copy of Preserving Wealth CLICK HERE Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management …

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Developing a Diversified Portfolio
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How do you Develop a Diversified Portfolio?

How do you Develop a Diversified Portfolio? For your FREE Copy of Preserving Wealth CLICK HERE Excerpts from the Book – Preserving Wealth – written …

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Interview Questions for a Financial Planner
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Appendix H: Interview Questions For A Financial Planner

How To Interview A Financial Planner For your FREE Copy of Preserving Wealth CLICK HERE Financial planners can help you plan for retirement, find the …

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Risk Management Planning
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Appendix G: Risk Management Planning

For your FREE Copy of Preserving Wealth CLICK HERE  Protect yourself, your family & your retirement due to unforeseen or unexpected events without damaging your …

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transitioning to retirement
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5 Key Mindsets for the Transition to Retirement

Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  Introduction Our blog has grown tremendously over the last three years, with over …

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Executor Checklist
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Appendix D: Executor Checklist

For your FREE Copy of Preserving Wealth CLICK HERE The duties of Executor/Executrix/Liquidator in Quebec (referred to as the Executor throughout this document) require you …

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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

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

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