Have a plan so you can stop being afraid of spending your hard earned money and start enjoying the best years of your retirement.
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Serving Burlington, Oakville & Surrounding Areas
REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH
Jack Lumsden, MBA, CFP, is a Financial Advisor with over 20 years of experience, who has enjoyed building a strong career and loyal client base. He focuses on those who are or will be making the transition from their working years to retirement, with the need to develop a lifelong income and cash-flow strategy from the financial assets they have accumulated.
A life-long resident of Burlington, Jack dedicates much of his spare time to staying active and coaching high school football. Spending time with family is another of his core values. He enjoys attending sports events with his son Connor and country music concerts with daughter Paige, while he and his wife Sandi like to travel with friends and explore new destinations.
Jack’s education includes a BBA from Wilfrid Laurier University (where he met Sandi), and an MBA from McMaster University. He is also a CERTIFIED FINANCIAL PLANNER® or CFP® professional. The CFP designation is recognized worldwide for excellence in financial planning.
Lynda has been in the financial service industry for over 25 years, bringing a lot of experience to her role. She has worked with Jack for many years as his Administrative Manager and has a long-standing and warm relationship with all of his clients.
She proudly assists in all client meetings and educational and client appreciation events. Lynda was born in Kenya and moved to Canada in the early 80s.
She is married with one daughter and lives in Mississauga.
For a FREE E-book copy of Preserving Wealth, CLICK HERE
Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
905-332-5503 jlumsden@assante.com
1100 Walkers Line
Suite 204
Burlington, Ontario
L7N 2G3
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