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Why you need a Will

Why Do You Need A Will?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Although the past pandemic seems to be under control, it has

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Executor Checklist
Blog

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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Wills and Powers of Attorney
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Appendix C: Planning Your Will and Powers of Attorney

For your FREE Copy of Preserving Wealth, CLICK HERE Introduction  This document contains background information regarding the planning of your Will and Powers of Attorney.  …

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Free Book Offer
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Free Book Offer to Kick Off Your Finances in 2024!

As we start the new year, the desire to organize and get our “financial house” in order is a common resolution. To jump start this …

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My top Article Picks from the past three years
Blog

My Top Article Picks from the Past 3 Years

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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Planning your Retirement in the next 36 months
Blog

Planning Your Retirement in the Next 36 Months?

Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. Are you considering retiring in the next 36 months, …

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Tax and withdrawel strategies
Blog

What are the tax and withdrawal strategies for Retirement Income?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes retirement tax strategies. Tax …

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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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