Jack Lumsden, MBA, CFP®, is a Financial Advisor with Assante Financial Management Ltd. focused on who are or will be making the transition from their working years to retirement.
Estate planning helps ensure a stress-free transition of your assets to the next generation or intended beneficiaries.
All too often we set insurance policies aside in a file drawer and forget that some items in them need to be reviewed from time-to-time.
Everyone is exposed to some type of risk every day – whether it’s from driving, walking down the street, investing, capital planning, or something else.
Jack Lumsden, MBA, CFP®, is a financial advisor with over twenty years of experience. He has enjoyed building a strong career and loyal client base.
You cannot plan wisely for the future without knowing where you are financially today.
A financial planner professional helps you organize your finances and projects the results of your savings and investments in preparation for retirement.