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Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Welcome to our Podcast Page

6 Unique Risks to Retirement Income Planning Podcast is also available to read HERE

Where Do Financial Advisors Work Podcast is also available to read HERE

Jack Lumsden is a Financial Advisor with Assante Financial Management Ltd. The opinions expressed are those of the author and not necessarily those of Assante Financial Management Ltd. Please contact Jack Lumsden at 905-332-5503 or visit jacklumsden.com to discuss your particular circumstances prior to acting on the information above.
Please visit www.assante.com/legal for important legal and regulatory disclosures relating to this
information.

Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published E-Book PRESERVING WEALTH: THE NEXT GENERATION

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

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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