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Retirement Planning & Wealth Management for Those Over the Age of 50, Jack Lumsden, CFP®, Assante Financial Management Ltd. Burlington ON
  • About
    • Our Team
    • About Assante
  • Retirement
  • Services
    • Retirement Income Planning
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Investment Planning
    • Estate Planning
  • Client Reviews
  • Top Articles
  • Insights
  • About
    • Our Team
    • About Assante
  • Retirement
  • Services
    • Retirement Income Planning
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Investment Planning
    • Estate Planning
  • Client Reviews
  • Top Articles
  • Insights

Tag: Cashflow

Retirement Income Planning – 10 reasons to consolidate your investments and financial advisors as you approach retirement.

10 reasons to consolidate your investments as you approach retirement

In a recent conversation, I was asked if there are any advantages to consolidate their investments and financial advisors as they approach retirement.

Smart Tax Strategies for Retirees: Tax Efficient Income Withdrawals

Happy FAMily

One of the most important decisions a retiree must make is how to create an income and cash-flow strategy from the financial assets they have accumulated over their lifetime.

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Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.

Contact Us
905-332-5503              jlumsden@assante.com
1100 Walkers Line  
Suite 502 
Burlington, Ontario 
L7N 2G3

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Disclaimers

  • Privacy
  • Legal and Compliance

www.mfda.ca

Contact Us

905-332-5503      jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3

Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.

ASSANTE FINANCIAL MANAGEMENT LTD.

Insurance products and services are provided through Assante Estate and Insurance Services. Inc.

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