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REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Protecting your family with Insurance
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Protecting Your Family – Insurance

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CPA® How much Life Insurance do we need? “ A common rule …

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An Individual Pension Plan (IPP) is a great retirement tool
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How Business Owners Can Increase Retirement Savings Using an Individual Pension Plan (IPP)

As a Canadian business owner and incorporated professional, you understand the importance of planning for retirement outside of your business value. An Individual Pension Plan …

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Estate Planning Wills and Powers of Attorney
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Chapter 6: Estate Planning – Wills and Powers of Attorney

For your FREE Copy of Preserving Wealth, CLICK HERE Sandra and I had just finished the dishes on Friday night at the cottage while Sally …

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What is a Certified Financial Planner?
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What is a Certified Financial Planner?

Managing your finances and investments can be complicated. You may not be comfortable investing on your own. If you need help making decisions about how …

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Retirement Income Investment Options
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What Are the Retirement Income Investment Options? 

As you transition from your working years to retirement or optional work years, creating a cash flow stream from your investments is critical to retirement …

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Chapter Five of Preserving Wealth about Protecting your Family
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Chapter 5: Protecting Your Family

For your FREE Copy of Preserving Wealth, CLICK HERE The following weekend, Sandra and I woke up early on Saturday. The water was still, and …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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