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Financial Advisors

Where do Financial Advisors work?

If you are unwilling to create and manage your own Retirement Road Map, you will want to find an advisor that specializes in working with people who, like you, are planning for the transition to retirement or who may already be retired. A report from July 2014 called “Sound Advice

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Will and Power of Attorney planning

Planning your Will and Powers of Attorney

A common question we received is what we should consider when planning our wills and powers of attorney.  The following excerpt from the Book – Preserving Wealth describes this. APPENDIX C: PLANNING YOUR WILL AND POWERS OF ATTORNEY Introduction This document contains background information regarding the planning of your Will

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Retirement Income Withdrawel Strategies

Retirement Income Withdrawal Strategies

Retirement Income Withdrawal Strategies In our conversations with people making the transition from their working years to retirement, many have done a great job of saving over time. They end up with many potential retirement-income sources but are unsure of how to put it all together.  As a result, retirement

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Ontario Staycation Tax Credit

Ontario Staycation Tax Credit

If you are travelling in Ontario this year, be sure to keep track of your accommodation expenses as they can help you reduce your taxes. For 2022 Ontario has introduced a tax credit up to 20% of your accommodation expenses for stays in a hotel, campground, and/or cottage. WHAT CAN YOU

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Invest in the Stock Market

Why Invest in the Stock Market?

With the current stock market gyrations, people may wonder why they should invest in the stock market at all since stocks are not guaranteed and their values can go up and down.   To help frame it better, it may be useful to replace the words “stock market”  with the word

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Financial Advisors
Blog

Where do Financial Advisors work?

If you are unwilling to create and manage your own Retirement Road Map, you will want to find an advisor that specializes in working with ...
Read More →
Will and Power of Attorney planning
Blog

Planning your Will and Powers of Attorney

A common question we received is what we should consider when planning our wills and powers of attorney.  The following excerpt from the Book – ...
Read More →
Retirement Income Withdrawel Strategies
Blog

Retirement Income Withdrawal Strategies

Retirement Income Withdrawal Strategies In our conversations with people making the transition from their working years to retirement, many have done a great job of ...
Read More →
Tax Free First Home Savings Account
Blog

What is the Tax-Free First Home Savings Account?

In the 2022 Federal Budget, the federal government proposed a new savings vehicle for first-time home buyers. The Tax-Free First Home Savings Account (FHSA) is ...
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Ontario Staycation Tax Credit
Blog

Ontario Staycation Tax Credit

If you are travelling in Ontario this year, be sure to keep track of your accommodation expenses as they can help you reduce your taxes. ...
Read More →
Invest in the Stock Market
Blog

Why Invest in the Stock Market?

With the current stock market gyrations, people may wonder why they should invest in the stock market at all since stocks are not guaranteed and ...
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.

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