Insights

Learn More About Retirement Planning & Wealth Management

Money
Blog

When do you need the money?

In a meeting with a potential client, they asked, “How should I invest the money I just received?” The key issues to review are: What ...
Read More →
Increase Retirement Savings
Blog

How Business Owners can increase their Retirement Savings by Investing within their Corporation.

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 ...
Read More →
Disability Insurance
Blog

Do you need Disability Insurance?

Do you need Disability Insurance? While reviewing the financial documents during a meeting with a couple in their forties who wished to create a retirement ...
Read More →
trust for retirees
Blog

Trusts for Retirees – Probate Planning

When estate planning, most retirees wish to review strategies to avoid probate fees, which in Ontario are 1.5% of the value of the asset that ...
Read More →
strategies for retirement
Blog

Nine Tax Strategies to Pay Less Tax in Retirement

Income tax is one of the largest expenses any retiree has. The Fraser Institute Report indicated that Canadians paid 45% of income as taxes in ...
Read More →
financial assistance
Blog

The 38 Blog Posts from 2021

I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote ...
Read More →

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

Contact us to discuss your needs