Jack Lumsden, MBA, CFP®, Financial Advisor

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

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.

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.

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.

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.

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?

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

“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.