"To me, it’s the people and dreams behind the figures that matter the most."
Jack Lumsden
Financial Advisor

Wealth & Financial Planning For A Stronger Future

Planning for your financial future is more than just looking at numbers.

As an Assante financial advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Financial & Wealth Planning Services Offered

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.


Retirement and Financial Planning

Developing a retirement plan that capitalizes on the opportunities of today is all well and good, but true planning comes from having a strategy that can adapt and is sustainable over the long term. Retirement planning is more than investments.

tax planning

Tax Planning

It’s a fact of life in this country; the more you have, the more you have to pay in taxes. Working with professionals during your tax planning process ca help as we are adept at keeping more of your money in your pocket, because that is where it belongs.

Estate Planning Icon

Estate Planning

Estate planning is a very important component to Strategic Wealth Planning for our clients. We work with our clients to make sure that not only can they leave a lasting legacy, but can assist to develop an effective estate transfer plan to reduce taxes and fees to maximize the value of their estate.

financial and wealth planning burlington

Investment Planning

When putting together an investment plan, be rest assured that our goal is to work with clients to prepare a prudent investment strategy based on your objectives, income & retirement income requirements and risk tolerance. Then we will implement it consistently and carefully, with a broad range of best in class products and services.

Insurance Planning

Insurance & Risk Management

Don’t think of it as just the safety net for your wealth management plan (nice to have in place, just in case). These days, insurance planning can also be designed to meet specific investment and estate planning objectives.

Questions We Help Our Clients With

Client Interviews