Essential Insights from the Double O’s: Chapter Two

Family discussing how to align their financial goals with their personal aspirations.

Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  For your FREE Copy of Preserving Wealth, CLICK HERE Chapter 2 delves into the importance of assessing one’s financial standing through the “Double-O Lists” – what you Own and what you Owe. Set in a familial setting, Uncle Wayne imparts invaluable wisdom, stressing […]