Insights

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What are the two Main Types of Risks when Investinv?

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

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Earning Investment Income in a Corporation

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

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How much income do you need in retirement

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

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Canadian Dental Care Plan

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

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Are Executors the same as Power of Attorney?

Executor Not Equal to Power of Attorney

Executor ≠ Power of Attorney For your FREE Copy of Preserving Wealth CLICK HERE Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. One common source of confusion in estate planning is distinguishing between the roles of executor and Power of Attorney. Executor Your executor is the

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Diversified Portfolio

How do you Develop a Diversified Portfolio?

How do you Develop a Diversified Portfolio? For your FREE Copy of Preserving Wealth CLICK HERE Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® “So how do you actually develop a diversified portfolio?” asked Sally. “I understand the basics between bonds and equities, and

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Three Insights for August on financial and retirement planning.
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Three of our Best Insights for August

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter Four, Tax Concerns, RRSPs and TFSAs. Uncle Wayne, with his wealth of financial knowledge, shared invaluable lessons ...
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Game Plan Strategy for August is Top Financial Goals.
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Game Plan Strategy: August Financial Checklist

This Month’s Focus: Are These Really Your Top Financial Goals? If I asked you to name your top 3 financial goals, what would you say? ...
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Insurance & Risk Management Financial Checklist
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Insurance & Risk Management Financial Checklist

Your insurance and risk planning are big pieces of your overall financial picture. Use this checklist to make sure your coverage still fits your goals ...
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Deciding on which financial planner to hire is a particularly important decision for families to make.
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Questions to Ask When Interviewing a Financial Planner

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Deciding on which financial planner to hire is a particularly important ...
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Smart tax planning can make a real difference. If you'd like to review your plan or have questions about anything on this checklist, we’re here to help.
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Game Plan Strategy: Your Monthly Financial Checklist

This Month’s Focus: Tax Planning Tips to Keep More of What You Earn Smart tax planning can make a real difference—not just today, but over ...
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Three Insights for July 2024 by Jack Lumsden, MBA, CFP®
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Three of our Best Insights for July

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter One, What are the 7 Key Lessons for Inheritance and Financial Planning?  In the first chapter of Preserving ...
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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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