Client Interviews

Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Interview with Ron and Linda on achieving a happy retirement

Interview with Joe and how thankful he is for Jack’s consistency throughout the years

Interview with Bill on understanding investment products

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The definitive guide to protecting, investing, and transferring wealth.

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jlumsden@assante.com

905-332-5503