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Pump your Tires

Pump Your Tires!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I ride my bike during the winter when the temperature is above freezing, and the roads are dry.  This past weekend I went for a ride on Saturday, and I felt slow and sluggish, realizing my

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Retirement Income Planning

The Six Levers to Retirement Income Planning

When you are about to make the big transition from your working years to your work optional or retirement years, you will need to create a lifetime income from the financial assets you have accumulated to replace the monthly paycheque you received when working. To do this, there are six

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Pump your Tires
Estate & Legacy Planning

Pump Your Tires!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I ride my bike during the winter when the temperature is ...
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Retirement Income Planning
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The Six Levers to Retirement Income Planning

When you are about to make the big transition from your working years to your work optional or retirement years, you will need to create ...
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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.
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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.

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