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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.
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.
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.
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.
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?