Insights

Learn More About Retirement Planning 

Interview Questions for a Financial Planner

Appendix H: Interview Questions For A Financial Planner

How To Interview A Financial Planner For your FREE Copy of Preserving Wealth CLICK HERE Financial planners can help you plan for retirement, find the best way to finance a new home, save for your child’s education or simply help put your finances in order. Whatever your needs, working with

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Risk Management Planning

Appendix G: Risk Management Planning

For your FREE Copy of Preserving Wealth CLICK HERE  Protect yourself, your family & your retirement due to unforeseen or unexpected events without damaging your lifestyle and savings. Stage in Life Wealth Management Concerns Contingencies Single – No Kids Protect yourself Long Term Disability Insurance   Protect your ability to

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Five Key Mindsets for the Transition to Retirement

5 Key Mindsets for the Transition to Retirement

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 100 posts, each aimed at providing valuable insights into financial planning. In this compilation, I’ve selected the articles that stand out as essential reads on

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Executor Checklist

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 to take on the responsibility of administering the estate and carrying out the last wishes of the deceased. The Last Will and Testament is the

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Planning Your Will and Powers of Attorney

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.  Its purpose is to provide you with a further understanding of the subject matter and related issues, in order to assist you in making key

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Free Book Offer

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 process, I am thrilled to extend an exclusive offer– a chance to receive one of 10 complimentary hard copies of “Preserving Wealth: The Next Generation,

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Probate Trusts and Estate Tax
Blog

Why Probate May be a Good Thing!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Much has been written about the various strategies to avoid probate ...
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Differences in Investment Classes discussion by Jack Lumsden, MBA, CFP®
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What are the Different Investment Classes?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Before you invest your money, you should understand what the actual ...
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Blog banner on What is the Process Once You Hire a Financial Advisor.
Blog

What is the Process Once you Hire a Financial Advisor?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I was speaking to someone on the phone a couple of ...
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A couple ready to plan their retirement is asking the question how their financial advisor gets paid.
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How Do Financial Advisors Get Paid?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It is important to understand how a financial advisor is compensated ...
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Our Monthly 3-2-1- Newsletter for May by Jack Lumsden, MBA, CFP®
Blog

Three of our best Insights for May

Our Monthly 3-2-1- Newsletter  RESOURCE: What are the Retirement Income Investment Options As you transition from your working years to retirement or optional work years, ...
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The R6 Retirement Playbook for a smarter way to retire with confidence
Blog

The R6 Retirement Playbook™ A Smarter Way to Retire with Confidence

Retirement today isn’t what it used to be. People are living longer, everything gets more expensive, markets are unpredictable, and tax rules keep changing. That’s ...
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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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