Preserving Wealth The Next Generation

Preserving Wealth The Next Generation

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.

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.

He is the Author of the book -

Preserving Wealth The Next Generation

Experts estimate that $1 trillion of inheritances will pass from one generation to the next within a decade in Canada. In addition, many individuals are selling their businesses, resulting in substantial gains. Accordingly, the ability to effectively manage one’s wealth and prepare and implement a proper estate plan is no longer just prudent. It’s crucial.

In his book, he uses an easy-to-read narrative style to clarify financial planning concepts that everyone needs to know.

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

Preserving Wealth explains:

  • Investment strategies to provide for growth and protection of capital,
  • How to develop an effective estate transfer plan to reduce estate costs and taxes,
  • Strategies to preserve wealth and safeguard an inheritance or gift for the next generation,
  • How to select an executor, and what to do if you are an executor,
  • The critical discussions to have with your family, and
  • How to assemble a financial team.

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Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

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

Jack Lumsden, MBA, CFP® is a Senior Wealth Advisor with Assante Financial Management Ltd., available to help you with investment strategies, gain peace of mind, and achieve your dreams for the future.