Insights

Learn More About Retirement Planning 

Insights

Learn More About Retirement Planning 

Corporate Assests for Retirement

Seven Strategies to Withdraw Corporate Assets for Retirement

A great strategy that many owners of Canadian-controlled private corporations (CCPC) use to build up retirement savings is to invest within their corporation using the benefit of the tax deferral between their personal income tax rate and the small business income tax rate. At retirement business owners may end up

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financial assistance

The 38 Blog Posts from 2021

I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote last year by topic of interest to make the content easier to find. Some of the articles are good, some are ok, and some are…… 

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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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Corporate Assests for Retirement
All

Seven Strategies to Withdraw Corporate Assets for Retirement

A great strategy that many owners of Canadian-controlled private corporations (CCPC) use to build up retirement savings is to invest within their corporation using the ...
Read More →
financial assistance
All

The 38 Blog Posts from 2021

I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote ...
Read More →
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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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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