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.
As you need to know your starting point for any journey before you can create your Financial Road Map for retirement, you need to define your starting point.
When making the transition to retirement or work option years, there are four key pillars to a happy and successful retirement.
When doing retirement income planning I am often asked about consolidating different types of investments you may have at different financial institutions.
Planning for taxes in retirement is like putting together a puzzle that is specific to each retiree. The type of income determines how it is taxed.
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?
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.
As a retiree, there are a few tax credits you should be aware of which may reduce your tax bill. Some will require action and should be reviewed annually.