Diane Gagné Fin. PL, CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
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When estate planning needs are moving targets
December 25, 2015 • Estate Planning
How can you develop an estate plan when your goals may change over time? One answer is to choose a solution that’s flexible enough to meet a variety of objectives. Meet the “Swiss army knife” of estate planning. Read more…
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Make your charitable donations tax-smart
December 25, 2015 • Estate Planning, Financial Planning, Lifestyle, Tax Planning
By taking a strategic approach with your donations, you may be able to optimize the benefits to both the charity and yourself. Read more…
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Your RRIF — should you withdraw more than the minimum?
December 25, 2015 • Retirement Planning, Tax Planning
The conventional wisdom is to draw from the least-taxed sources first and put off withdrawals from more heavily taxed sources. This seems to make good sense from a tax perspective, but let’s look at what happens down the road. Read more…
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InvestorOnline My Portal
October 20, 2015 • Technology
An easy and secure way to communicate with your advisor over Assante InvestorOnline
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It’s never a good time to time the market
September 24, 2015 • Investment Planning
The old market adage is to “buy low and sell high.” It’s a great theory, but the reality is that lows and highs can be confirmed only after they’ve happened. We’ve got a better, much more reliable, approach for reaching your goals. Read more…
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Education savings goal: Create opportunities
September 24, 2015 • Financial Planning
With tax-free growth and government grants, Registered Education Savings Plans (RESPs) are a great way to set money aside for your children’s future. But they’re not the only way, and if your child has high aspirations, you may want to consider other ways to save. Read more…
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Life happens and plans evolve, but rarely the same way twice
September 24, 2015 • Financial Planning, Insurance Planning, Lifestyle, Retirement Planning
Life events, both expected and unexpected, can have significant financial implications. Whatever happens, we’re here to help. Read more…
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Clashing investment personalities? We can help resolve the conflict
September 24, 2015 • Lifestyle
So you and your life partner have conflicting investment personalities? No problem. You can still reach your shared goals. Read more…
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Why you should name a power of attorney
September 24, 2015 • Financial Literacy, Financial Planning
Paying bills. Renewing insurance policies. Buying or selling investments. You probably complete actions like these all the time. But what would happen if you were unable to? Read more…
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How do you react to the market cycle?
June 24, 2015 • Investment Planning, Lifestyle
It’s not uncommon for investors to overestimate how comfortable they are with market volatility. What seems acceptable, in theory, turns out to be not so easy to accept in real life. We can help you find your comfort zone and make any adjustments needed to keep your portfolio within it. Read more…
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