Jack Lumsden, MBA, CFP®, Financial Advisor

To find out if you are on track, and to evaluate if our services would provide value to your family, you can schedule a 15-Minute call.

Important conversations to have with your parents, children, and executor and powers of attorney, if not your children.

There comes a time for a family to have the conversation about retirement and living options for their elders.

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.

There are five main options to achieve when planning your retirement income. As an Assante financial advisor, I can help you achieve your goals.

The question people ask about retirement income planning is how much do they need to live on? Does the 70% of your pre-retirement rule apply?

When you are having the ‘money’ talk it should include planning for a retirement home.

COVID -19 Pandemic has highlighted the key issue of Eldercare in Canada and why everyone should include an Eldercare strategy in their financial planning.

Jack Lumsden, MBA, CFP®, is a financial advisor with over twenty years of experience. He is the author of the book - Preserving Wealth - The Next Generation.

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.

An Estate is the property that a person owns or has a legal interest in. The term is used to describe the assets and liabilities left by a person after death.

A lifelong resident of Burlington, Jack Lumsden MBA, CFP® helps his clients preserve and transfer their wealth and develop an income and cash-flow strategy.

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.

When we get to a certain age, we begin to think about the time we might consider a Retirement Home, what the options are and the preparation for this decision?

In general, the mindset of people tends to change at around the age of 50 to 55.

“If I had Million Dollars” was a song released by the Bare Naked Ladies in 1992 and it got me thinking about how that would affect families.