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Learn More About Retirement Planning & Wealth Management

Estate Buckets

The Three Estate Buckets

Annually with clients, we review how their estate will be distributed to their beneficiaries. We determine if there are any changes in their desires, or opportunities

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Estate Buckets
Blog

The Three Estate Buckets

Annually with clients, we review how their estate will be distributed to their beneficiaries. We determine if there are any changes in their desires, or opportunities ...
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Executors
Blog

What do I do if I don’t want to be an executor?

The question that arises occasionally from clients is: Can you turn down the role of an executor if you are named one?  Why turn it ...
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retirement income planning
Blog

Risks to Retirement Income Planning

Retirement Income Planning is a speciality in the world of financial advice. There are specific risks that are different from simply saving for retirement. It ...
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family and home
Blog

Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question we receive is, “Should I transfer the ownership ...
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Road Map
Blog

What is the first step to creating your Financial Road Map for Retirement?

If you wish to create your own Financial Road Map for retirement, you need two things to start: You need to know where you are ...
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Happy Retirement
Blog

The Four Pillars to a Successful and Happy Retirement

When helping clients and their families make the transition to retirement or work optional years, I have discovered that there are four key pillars to ...
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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.

Serving Burlington, Oakville & Surrounding Areas

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