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Appendix D: Executor Checklist
For your FREE Copy of Preserving Wealth CLICK HERE The duties of Executor/Executrix/Liquidator in Quebec (referred to as the Executor throughout this document) require you
Appendix C: Planning Your Will and Powers of Attorney
For your FREE Copy of Preserving Wealth, CLICK HERE Introduction This document contains background information regarding the planning of your Will and Powers of Attorney.
Free Book Offer to Kick Off Your Finances in 2024!
As we start the new year, the desire to organize and get our “financial house” in order is a common resolution. To jump start this
My Top Article Picks from the Past 3 Years
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. INTRODUCTION Our blog has grown tremendously over the last three years, with over
Planning Your Retirement in the Next 36 Months?
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. Are you considering retiring in the next 36 months,
What are the tax and withdrawal strategies for Retirement Income?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes retirement tax strategies. Tax
Appendix D: Executor Checklist
Appendix C: Planning Your Will and Powers of Attorney
Free Book Offer to Kick Off Your Finances in 2024!
My Top Article Picks from the Past 3 Years
Planning Your Retirement in the Next 36 Months?
What are the tax and withdrawal strategies for Retirement Income?
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
