preserving wealth

The Definitive Guide to Protecting, Investing, and Transferring Wealth.

ONLY 100 FREE Hard Copies are available. Get your copy of Preserving Wealth: The Next Generation.

This book is based on my experiences working with many families developing and implementing plans to build, preserve and transfer wealth.

I hope you enjoy it!

Experts estimate that $1 trillion of inheritances will pass from one generation to the next within a decade in Canada. In addition, many individuals are selling their businesses, resulting in substantial gains. Accordingly, the ability to effectively manage one’s wealth and prepare and implement a proper estate plan is no longer just prudent. It’s crucial.

Jack Lumsden is an experienced financial advisor who uses an easy-to-read narrative style to clarify financial planning concepts that everyone needs to know. Preserving Wealth explains:

  • Investment strategies to provide for growth and protection of capital,
  • How to develop an effective estate transfer plan to reduce estate costs and taxes,
  • Strategies to preserve wealth and safeguard an inheritance or gift for the next generation,
  • How to select an executor, and what to do if you are an executor,
  • The critical discussions to have with your family, and
  • How to assemble a financial team.

 

About the Author

Jack Lumsden, MBA, CFP®, is a  Financial Advisor at Assante Financial Management Ltd, with over twenty years of experience. He has enjoyed building a strong career and loyal client base. In addition to helping clients preserve and transfer their wealth, he focuses on those who are or will be transitioning from their working years to retirement with the need to develop a lifelong income and cash-flow strategy from the accumulated financial assets.

A lifelong resident of Burlington, Jack dedicates much of his spare time to staying active and coaching high school football. Spending time with family is another of his core values. He enjoys attending sports events with his son, Connor, and country music concerts with his daughter, Paige, while he and his wife, Sandi, like to travel with friends and explore new destinations.

Jack’s education includes a BBA from Wilfrid Laurier University (where he met Sandi), and an MBA from McMaster University. He is also a CERTIFIED FINANCIAL PLANNER® or CFP® professional. 

 

Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and only be used for the purpose it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.

Newsletter Sign Up
Sign up to receive valuable information to assist with your tax, estate and retirement planning.

Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.

Find Us

Conversations are free. Contact us to discuss your needs

By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that maybe of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy