Insights
Learn More About Retirement Planning & Wealth Management
Why I Do What I Do
I’ve always believed that people deserve to live their best lives, not just during their working years but as they transition into and through retirement. The reason for this is personal. My mom passed away at 66 and my dad at 72, and they never got to enjoy retirement. This
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 power. The result can be quite dramatic and must be taken into consideration when investing. How do Taxes and Inflation affect investment returns? “You haven’t
Game Plan Strategy: Monthly Financial Checklists
Monthly Financial Checklists As part of our commitment to helping you achieve your financial goals, we have provided you with a monthly financial planning checklist. This article will include the checklists we sent out for July, August, September and November. Each checklist focuses on a key area of a comprehensive
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 RRSP deadline is should we take advantage of our unused RRSP contribution limits? Your RRSP deduction limit is how much you can contribute to your
The Essential Steps as You Prepare for Retirement
Download the White Paper: How to Make the Transition to Retirement HERE. Typically, within 5 years of your projected retirement or work-optional date, it’s important to start taking key steps to ensure a smooth transition. This is a critical period to begin aligning your financial strategies with your future lifestyle
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 it can be used to your advantage. Sometimes it is hard to know when to make adjustments and when to leave your portfolio alone. By
Why I Do What I Do
The Real Affect of Taxes and Inflation on Investment Returns
Game Plan Strategy: Monthly Financial Checklists
Should we take Advantage of our unused RRSP contribution limits?
The Essential Steps as You Prepare for Retirement
Rebalancing Your Portfolio
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
