You are here because someone thought we could help you. 

I’m so honoured; as there is no greater demonstration of trust.

I may or may not be the right financial advisor for you, but I would love to find out. This page will give you an overview of the work we do with clients and the impact we have had on their lives.  I have also included some resources on some of the most common challenges my clients are facing.

I would love the opportunity to connect and talk further if and how we can help you achieve your goals.

What we do

• Helping those who are or will be making the transition from their working years to retirement or work-optional years, with the need to develop a lifelong income and cash-flow strategy from the financial assets they have accumulated.
• Working with families to help them create a shared vison for wealth that is supported by the next generation.

Common Concerns

• Making sure I can do the things I want in retirement,
• Maintaining consistent income for my whole life,
• Pay less tax,
• Providing financial security for my loved ones, and
• The successful transfer of family wealth to the next generation.

Just Released – Preserving Wealth: The Next Generation

My new financial planning book has just been released, “Preserving Wealth; The Next Generation”  This narrative has some great information that I think you would enjoy. You can download a free version HERE or contact us and we can send you a copy as a gift.

To connect and for a discussion, please call us at 905.332.5503, or email  jlumdsen@assante.com