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By Rebalancing Your Portfolio and creating a systematic plan, you are able to take advantage of global market fluctuations.

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

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There are four essential conversations that families should be having concerning their financial and estate plans.

The Four Essential Family Conversations

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Based on my experience of helping many families over the years, I have found that there are four essential conversations that families should be having concerning their financial and estate plans. They are: The Estate Documents

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You better have a plan for a retirement home

You better have a Plan for a Retirement Home

“You better have a Plan for a Retirement Home, as I am not funding that bill.” Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® While having dinner with our daughter Paige the other night, the topic of money came up.  Paige told us, “you

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Tips for estate planning with Jack Lumsden, MBA, CFP, Financial Advisor

What are the Top 26 Estate Planning Tips to Consider?

Estate Planning helps ensure a stress-free transition of your assets to the next generation or intended beneficiaries. Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The Top 26 Estate Planning Tips… from Preserving Wealth: The Next Generation. Have up-to-date wills. Have up-to-date powers of

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By Rebalancing Your Portfolio and creating a systematic plan, you are able to take advantage of global market fluctuations.
Blog

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 ...
Read More →
There are four essential conversations that families should be having concerning their financial and estate plans.
Blog

The Four Essential Family Conversations

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Based on my experience of helping many families over the years, ...
Read More →
You better have a plan for a retirement home
Blog

You better have a Plan for a Retirement Home

“You better have a Plan for a Retirement Home, as I am not funding that bill.” Excerpts from the Book – Preserving Wealth – written ...
Read More →
Business Owners can Boost Retirement Savings with IPP. Contact Jack Lumsden MBA, CFP in Burlington.
Blog

How Business Owners Can Boost Retirement Savings with an Individual Pension Plan (IPP)

As a Canadian business owner or incorporated professional, planning for retirement goes beyond relying on your business value. An Individual Pension Plan (IPP) offers a ...
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Tips for estate planning with Jack Lumsden, MBA, CFP, Financial Advisor
Blog

What are the Top 26 Estate Planning Tips to Consider?

Estate Planning helps ensure a stress-free transition of your assets to the next generation or intended beneficiaries. Excerpts from the Book – Preserving Wealth – ...
Read More →
Key items to consider when reviewing your insurance needs.
Blog

What are the key items to consider when reviewing your insurance needs?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® As we clattered around in the kitchen, we sum­marized the major ...
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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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