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.
A common question is should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?
Understanding your financial situation is a critical first step in choosing a financial advisor.
Over the long term, taxation and inflation reduces your real purchasing power.
A common question that we receive every year prior to the RRSP deadline is should we take advantage of our unused RRSP contribution limits?
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.