OUR BOOK – PRESERVING WEALTH

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

preserving wealth

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.

 

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.

Now Available

 

 

 

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

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

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