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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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Chapter Three of Preserving Wealth discusses Retirement Income and Cash Flow with Author Jack Lumsden, MBA, CFP.
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Preserving Wealth: Chapter Three, Retirement Income and Cash Flow Planning 

Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  For your FREE Copy of Preserving Wealth, CLICK HERE Uncle Wayne discusses retirement ...
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Family discussing how to align their financial goals with their personal aspirations.
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Essential Insights from the Double O’s: Chapter Two

Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  For your FREE Copy of Preserving Wealth, CLICK HERE Chapter 2 delves into ...
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Are you on track with your Retirement Strategy?
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Retirement Tax Layering: Partial RRIF/RRSP Conversion

Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. For your FREE Copy of Preserving Wealth, CLICK HERE ...
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Key Lessons for Inheritance and Financial Planning
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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 ...
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Capital Gains Tax Changes 2024
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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, ...
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What are the two Main Types of Risks when Investinv?
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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 ...
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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

Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.

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