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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
    • Client Interviews
  • Financial Services
    • Retirement Income Planning
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Investment Planning
    • Estate Planning
  • Road Map
  • BOOK
  • Top Articles
  • Insights
    • Podcasts
  • About
    • Our Team
    • About Assante
    • Client Interviews
  • Financial Services
    • Retirement Income Planning
    • Financial Planning
    • Tax Planning
    • Insurance & Risk Management
    • Investment Planning
    • Estate Planning
  • Road Map
  • BOOK
  • Top Articles
  • Insights
    • Podcasts

Tag: corporations

How Business Owners can increase their Retirement Savings by Investing within their Corporation.

Increase Retirement Savings

A great strategy many owners of Canadian-controlled private corporations (CCPC) use to build up retirement savings is to invest within their corporation using the benefit of the tax deferral between their personal income tax rate and the small business income tax rate.   Why invest with your CCPC?  Investing within your CCPC offers the potential to defer […]

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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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