Insights
Learn More About Retirement Planning & Wealth Management

Rebalancing Your Portfolio
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Today we are going to be reviewing portfolio rebalancing, and how

The Four Essential Family Conversations
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Based on my experience of helping many families over the years,

You better have a Plan for a Retirement Home
“You better have a Plan for a Retirement Home, as I am not funding that bill.” Excerpts from the Book – Preserving Wealth – written

How Business Owners Can Boost Retirement Savings with an Individual Pension Plan (IPP)
As a Canadian business owner or incorporated professional, planning for retirement goes beyond relying on your business value. An Individual Pension Plan (IPP) offers a

What are the Top 26 Estate Planning Tips to Consider?
Estate Planning helps ensure a stress-free transition of your assets to the next generation or intended beneficiaries. Excerpts from the Book – Preserving Wealth –

What are the key items to consider when reviewing your insurance needs?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® As we clattered around in the kitchen, we summarized the major
Ross and Rachel’s Transition to Retirement: A Clearer Path Forward
What is the Next Gen Education Conversation?
Are Tax Free Savings Accounts Misnamed?
Three of our Best Insights for January 2025
Three of our Best Ideas for December
Game Plan Strategy – Wrap-Up 2024: A Simple Financial Checklist
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
You can purchase a Hard Copy of Preserving Wealth HERE
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