Why Do You Need A Will?

Why you need a Will

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The current COVID -19 Pandemic has resulted in many pausing to reflect on their estate and incapacity planning. The barrage of news headlines about the health crisis and forced time at home have understandably led individuals to consider the plans more […]

Strategies when Receiving an Inheritance

Legacy Inheritance

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP®  Having a reputable Financial Advisor is a good start. For the short term, one should be looking both at the safety of the money and at the interest rates they can earn. “If you deposit the money at your bank or […]

What is a Certified Financial Planner?

CFP logo

WHAT IS A CERTIFIED FINANCIAL PLANNER Serving Burlington, Oakville & Surrounding Areas REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH Get Your Free Assessment The CFP® marks after a planner’s name indicates they have achieved and maintains internationally recognized standards of knowledge, skills, abilities, and ethics. The CFP designation provides assurance to […]