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Four types of Income Retirement
Blog

Smart Tax Strategies for Retirees: The Four Types of Income in Retirement

Planning for taxes in retirement is like putting together a puzzle that is specific to each retiree. The type of income determines how it is ...
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Key Tax Strategies
Blog

Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits

As a retiree, there are a few tax credits you should be aware of which may reduce your tax bill. Every dollar you save in ...
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For Jack Lumsden, Senior Wealth Advisor at Assante Financial Management Ltd. in Burlington, Ontario, football is his passion and a central part of his connection with the city.
Blog

Kicking up Life Lessons and Fun with Football

Assante advisors are part of the fabric of their communities across Canada and they contribute to their local quality of life in a variety of ...
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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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