Insights
Learn More About Retirement Planning
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 their father’s summer cottage in Honey Harbour. It’s the opening weekend of summer, but it’s filled with mixed emotions, as the family is coming to
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, and trusts starting June 25, 2024. However, this part of the legislation is being introduced separately from the main bill. Should you do anything before
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 basically two main types of risk: Capital Preservation Risk and Inflation Risk. “Capital preservation risk is the risk that your capital is not there when
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 owners of Canadian-controlled private corporations (CCPC) use to build up retirement savings is to invest within their corporation using the benefit of the tax deferral
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 Income Do You Need in Retirement? The following is an excerpt that describes how much income you need in retirement – “You’ve been retired for
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 introduced the new Canadian Dental Care Plan (CDCP), aiming to provide essential dental care support to Canadians. Link to the Government of Canada SITE Key
Registered Education Savings Plan (RESP)
Three of Our Best Insights for September
Three of our Best Insights for August
Game Plan Strategy: August Financial Checklist
Insurance & Risk Management Financial Checklist
Questions to Ask When Interviewing a Financial Planner
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
