Insights

Learn More About Retirement Planning & Wealth Management

Rebalancing your portfolio

Rebalancing Your Portfolio

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Today we are going to be reviewing portfolio rebalancing, and how

Read More »
The effect of taxes in long term investing
Blog

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 ...
Read More →
RRSP Investing
Blog

Should we take Advantage of our unused RRSP contribution limits?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question that we receive every year prior to the ...
Read More →
Rebalancing your portfolio
Blog

Rebalancing Your Portfolio

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Today we are going to be reviewing portfolio rebalancing, and how ...
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