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jlumsden@assante.com
905-332-5503
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Jack Lumsden, MBA, CFP®, is a Senior Financial Advisor with CI Assante Wealth Management Ltd., available to help you gain peace of mind and achieve your dreams for the future.
  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
  • Client Interviews
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    • Top Articles
  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
  • Client Interviews
  • Insights
    • Top Articles
FREE RETIREMENT READINESS ASSESSMENT
Jack Lumsden, MBA, CFP®, is a Senior Financial Advisor with CI Assante Wealth Management Ltd., available to help you gain peace of mind and achieve your dreams for the future.
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  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
  • Client Interviews
  • Insights
    • Top Articles
  • About
    • Our Team
    • CI Assante Wealth Management Ltd.
  • Retirement
  • Financial Services
  • Client Interviews
  • Insights
    • Top Articles
  • All
  • Estate & Legacy Planning
    • Wealth Management
    • Beneficiary Designations
    • Charitable Legacy Planning
    • Estate Taxes
    • Wills & Trusts
  • Financial Advisor
  • Game Plan Strategies
  • Retirement Planning
    • Retirement Income Strategies
    • Retirement Distributions (RRSP RRIF TFSA CPP OAS)
    • Pension Decisions
  • Tax Planning
    • Tax Strategies
    • Capital Gains & Loss
    • Tax Implications of Retirement Accounts
    • Tax-Efficient Investing
  • Insurance & Risk Management
    • Disability Insurance
    • Health Insurance
    • Liability Protection
    • Life Insurance
    • Long-Term Care Planning
    • Property & Casualty
  • All
  • Estate & Legacy Planning
    • Wealth Management
    • Beneficiary Designations
    • Charitable Legacy Planning
    • Estate Taxes
    • Wills & Trusts
  • Financial Advisor
  • Game Plan Strategies
  • Retirement Planning
    • Retirement Income Strategies
    • Retirement Distributions (RRSP RRIF TFSA CPP OAS)
    • Pension Decisions
  • Tax Planning
    • Tax Strategies
    • Capital Gains & Loss
    • Tax Implications of Retirement Accounts
    • Tax-Efficient Investing
  • Insurance & Risk Management
    • Disability Insurance
    • Health Insurance
    • Liability Protection
    • Life Insurance
    • Long-Term Care Planning
    • Property & Casualty

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CIRO Advisor Report

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www.ciro.ca

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization.

Contact Us
905-332-5503              jlumsden@assante.com
1100 Walkers Line  
Suite 502 
Burlington, Ontario 
L7N 2G3

CIRO Advisor Report

Disclaimers

  • Privacy
  • Legal and Compliance

www.ciro.ca

Contact Us

905-332-5503      jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3

CI Assante Wealth Management Ltd. is a member of the Canadian Investment Regulatory Organization.

CI Assante Wealth Management Ltd

Insurance products and services are provided through Assante Estate and Insurance Services. Inc.

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