The 38 Blog Posts from 2021

I would like to thank all of you who have visited our blog and website.

Below I have sorted the 38 blog posts I wrote last year by topic of interest to make the content easier to find. Some of the articles are good, some are ok, and some are…… 

Feel free to forward them to any family or friends who may find them of value.

If you have any ideas or topics that you think would make for a good article, please pass them along! 

As always, if you have any specific questions or require clarification on any item, please let us know.

Retirement Planning

Tax Planning

Investment Planning

Estate Planning

Insurance/Risk Management Planning

For more information, you can refer to Preserving Wealth: The Next Generation – The definitive guide to protecting, investing, and transferring wealth by Jack Lumsden, MBA, CFP®

For your FREE Copy CLICK HERE

For your free retirement readiness assessment CLICK HERE

Buy Preserving Wealth  CLICK HERE

Jack Lumsden, MBA, CFP®   Financial Advisor, Assante Financial Management Ltd.

This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances. The information provided is for illustrative purposes only. Commissions, trailing commissions, management fees and expenses, may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the Fund Facts and consult your Assante Advisor before investing.

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

Leave a Reply

Your email address will not be published. Required fields are marked *