Serving Burlington, Oakville & Surrounding Areas
REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH
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 in his new book.
Preserving Wealth explains:
Jack Lumsden, MBA, CFP® is a Senior Wealth Advisor with Assante Financial Management Ltd., available to help you with investment strategies, gain peace of mind, and achieve your dreams for the future.
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