Jack Lumsden, Financial Advisor, CFP®, MBA’s Post

View profile for Jack Lumsden,   Financial Advisor, CFP®, MBA

Assante Financial Management Ltd | Helping business owners & executives increase wealth and family security | Tax Effective Planning | Retirement Income and Cash-flow Strategies | Effective Wealth Transfer Strategies

Whether it's building sustainable income or making key decisions about investments and legacy planning, my objective is to help my clients confidently step into retirement, knowing they have the guidance they need

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