Jack Lumsden
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1100 Walkers Line Ste 204, Burlington, O...Phone Number
(905) 332-5503Website
www.jacklumsden.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Jack Lumsden
CI Assante Wealth Management Ltd. is a financial advisory firm specializing in retirement planning for Canadians aged 55 and older, with a focus on helping clients in Burlington, Oakville, and the Greater Toronto Area. Led by Jack Lumsden, MBA, CFP®, the firm offers a range of services including retirement planning, financial planning, tax planning, insurance and risk management, estate planning, and investment planning. Their mission is to assist clients in turning their savings into reliable income, reducing taxes, and preserving wealth for future generations. With over 25 years of experience, they aim to provide clarity and confidence in financial decision-making for a worry-free retirement.Explore more
Jack Lumsden Org Chart
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CI Assante Wealth Management Ltd. is a financial advisory firm specializing in retirement planning for Canadians aged 55 and older, with a focus on helping clients in Burlington, Oakville, and the Greater Toronto Area. Led by Jack Lumsden, MBA, CFP®, the firm offers a range of services including retirement planning, financial planning, tax planning... Read More
