Why Invest in the Stock Market?
June 2, 2022
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With the current stock market gyrations, people may wonder why they should invest in the stock market at all since stocks are not guaranteed and
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Serving Burlington, Oakville & Surrounding Areas
With the current stock market gyrations, people may wonder why they should invest in the stock market at all since stocks are not guaranteed and
With the market decline this year, people want to know what they can do. The following are suggestions and actions you can take to help navigate
When making the transition from your working years to retirement, a common concern or question that comes up is, “How do I pay my taxes
In meeting with clients a common question we hear is, “Can we give money to our children to help with a home purchase?” With real
When retirement planning, you may want to view your spending in three different phases. Michael Stein, who wrote “The Prosperous Retirement”, divided retirement into three
Key Tax Credits to Review As everyone begins to assemble their tax documents to complete their 2021 income tax returns, there are some tax credits
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes some of the risks …
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management, with additional editing by ChatGPT. This question often induces unease as it delves into …
One of the pivotal questions frequently encountered by retirees is, “When should I start Old Age Security (OAS) benefits?” Should OAS be commenced at age …
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The COVID-19 Pandemic highlighted the key issue of Eldercare in Canada …
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE For more information, refer to Preserving Wealth: The Next Generation – The definitive guide …
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE “This is great coffee, Sandra,” said Uncle Wayne. “I wish you could talk your Aunt …
For a FREE E-book copy of Preserving Wealth, CLICK HERE
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Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
905-332-5503 jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3
