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Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Why you need a Will

Why Do You Need A Will?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The current COVID -19 Pandemic has resulted in many pausing to

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eldercare conversation
Blog

What is the Eldercare Conversation?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The current COVID -19 Pandemic has highlighted the key issue of Eldercare …

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family insurance
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Protecting Your Family – Insurance

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CPA® How much Life Insurance do we need? “ A common rule …

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Why you need a Will
Uncategorized

Why Do You Need A Will?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The current COVID -19 Pandemic has resulted in many pausing to …

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Legacy Inheritance
Uncategorized

Strategies when Receiving an Inheritance

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP®  Having a reputable Financial Advisor is a good start. For the …

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CFP logo
Uncategorized

What is a Certified Financial Planner?

WHAT IS A CERTIFIED FINANCIAL PLANNER Serving Burlington, Oakville & Surrounding Areas REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH Get Your …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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