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The Process of Hiring a Financial Planner
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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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financial advisor
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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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next generation education
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What is the Next Gen Education Conversation?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It has been my experience that personal finance has not been ...
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Tax free savings accounts
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Are Tax Free Savings Accounts Misnamed?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Ok, smarty pants, what about TFSAs? How do they fit in?” ...
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The Legacy Conversation
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Why the Legacy Conversation is Important

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The Legacy conversation is an important talk to have with your ...
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The effect of taxes in long term investing
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The Real Affect of Taxes and Inflation on Investment Returns

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Over the long term, taxation and inflation reduces your real purchasing ...
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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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