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Chapter Seven of Preserving Wealth
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Chapter Seven: So, You’re an Executor – What are Your Duties and Liabilities?

For your FREE Copy of Preserving Wealth, CLICK HERE The first three days of our vacation were perfect. The temperature was near thirty degrees, with …

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Protecting your family with Insurance
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Protecting Your Family – Insurance

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CPA® How much Life Insurance do we need? “ A common rule …

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An Individual Pension Plan (IPP) is a great retirement tool
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How Business Owners Can Increase Retirement Savings Using an Individual Pension Plan (IPP)

As a Canadian business owner and incorporated professional, you understand the importance of planning for retirement outside of your business value. An Individual Pension Plan …

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Estate Planning Wills and Powers of Attorney
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Chapter 6: Estate Planning – Wills and Powers of Attorney

For your FREE Copy of Preserving Wealth, CLICK HERE Sandra and I had just finished the dishes on Friday night at the cottage while Sally …

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What is a Certified Financial Planner?
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What is a Certified Financial Planner?

Managing your finances and investments can be complicated. You may not be comfortable investing on your own. If you need help making decisions about how …

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Retirement Income Investment Options
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What Are the Retirement Income Investment Options? 

As you transition from your working years to retirement or optional work years, creating a cash flow stream from your investments is critical to retirement …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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