5 Key Mindsets for the Transition to Retirement

transitioning to retirement

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 100 posts, each aimed at providing valuable insights into financial planning. In this compilation, I’ve selected the articles that stand out as essential reads on creating the mindsets for retirement […]

Why Do You Need A Will?

Why you need a Will

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Although the past pandemic seems to be under control, it has resulted in long term changes in the way people think about and look at their estate and income planning. It led individuals to consider the plans more thoughtfully they have […]