Insights
Learn More About Retirement Planning & Wealth Management
What are 7 Key Lessons for Inheritance and Financial Planning?
Preserving Wealth for the Next Generation In the first chapter of Preserving Wealth for the Next Generation, we are introduced to a family gathering at
What Should We Do with the Change in Capital Gains Tax?
For your FREE Copy of Preserving Wealth, CLICK HERE The latest budget has proposed an increase in the capital gains inclusion rate for individuals, corporations,
What are the Two Main Types of Risks when Investing?
For your FREE Copy of Preserving Wealth, CLICK HERE Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® There are
Earning Investment Income in a Corporation – Budget Update
For your FREE Copy of Preserving Wealth, CLICK HERE Written by: Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. A great strategy many
How much income do you need in Retirement?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® For your FREE Copy of Preserving Wealth CLICK HERE How Much
Introducing the Canadian Dental Care Plan (CDCP)
Written by: Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. For your FREE Copy of Preserving Wealth CLICK HERE In January 2024, Canada
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
Why the Legacy Conversation is Important
Why I Do What I Do
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
