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Jack Lumsden, MBA, CFP®, is a Financial Advisor with Assante Financial Management Ltd. With over 20 years of experience, Jack has enjoyed building a strong career and loyal client base. Jack focuses on those who are or will be making the transition from their working years to retirement.

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Having a Plan for a Retirement Home

Having a Plan for a Retirement Home

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

Having the Eldercare Conversation

Having the Eldercare Conversation

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

What are the Risks to Retirement Income Planning?

What are the Risks to Retirement Income 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.

What are the tax and withdrawal strategies for Retirement Income?

What are the tax and withdrawal strategies for Retirement Income?

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.

Importance of Estate Planning

Importance of Estate Planning

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.

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.

3 Steps for Understanding Your Financial Situation

3 Steps for Understanding Your Financial Situation

You cannot plan wisely for the future without knowing where you are financially today.

4 Things to look for when hiring a Financial Advisor

4 Things to look for when hiring a Financial Advisor

A financial planner professional helps you organize your finances and projects the results of your savings and investments in preparation for retirement.

Do I want to live in a Retirement Home?

Do I want to live in a Retirement Home?

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?

Retirement Planning in your 50’s. Is it too late?

Retirement Planning in your 50’s. Is it too late?

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

You Don’t Know Jack; If I had a Million Dollars

You Don’t Know Jack; If I had a Million Dollars

“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.

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