Meet the Team
"Our team values the support they provide to ensure our clients the best possible experience. "
Our Financial and Wealth Management Team
Meet Jack
Jack Lumsden, MBA, CFP, is a Financial Advisor with over 25 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.
Meet Lynda
Lynda Tavares 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.
Why Choose Us?
“To me, the people and dreams behind the figures matter the most.”
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
Retirement Planning Insights
How Business Owners Can Increase Retirement Savings Using an Individual Pension Plan (IPP)
As a Canadian business owner and incorporated professional, you understand the importance of planning for retirement outside of your business value. An Individual Pension Plan (IPP) is a great retirement
Chapter 6: Estate Planning – Wills and Powers of Attorney
For your FREE Copy of Preserving Wealth, CLICK HERE Sandra and I had just finished the dishes on Friday night at the cottage while Sally was playing with Connor and
What is a Certified Financial Planner?
Managing your finances and investments can be complicated. You may not be comfortable investing on your own. If you need help making decisions about how to manage your finances best,