Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
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Life is different for Generation Y
September 24, 2016 • Lifestyle
From employment issues to out-of-reach home ownership, Generation Y – those born between 1980 and 2000 – face a number of financial obstacles that previous generations did not. Here are some options parents can explore with millennials to help them overcome these challenges. Read more…
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Annuity on the horizon? You may want to buy now
September 24, 2016 • Insurance Planning
Annuity on the horizon? You may want to lock in preferential tax treatment now. Read more…
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InvestorOnline | Discover the difference
July 22, 2016 • Technology
The redesigned Assante InvestorOnline offers a fresh layout with new and improved features. Part of our commitment to providing a complete approach to our clients includes an improved online experience, where you have access to your Assante account information and more, any time, day or night.
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Assante InvestorOnline – No paper? No problem!
July 11, 2016 • Security
Assante InvestorOnline is your paperless solution in the event of a service interruption by Canada Post.
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Protecting yourself from today's threats (part 3)
June 30, 2016 • Security
Knowing what to look for may help you avoid becoming a victim, but what happens when you or someone you know is targeted by scammers? Whether or not the scam is successful, you should report your interaction with individuals or groups whom you believe to be acting fraudulently to the appropriate authorities.
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How do new tax changes affect you?
June 24, 2016 • Tax Planning
The March 22 federal budget included some immediate tax changes, while others are being rolled out through 2016. Find out how some of the key changes may affect you and your investment strategy, and how we can help you plan accordingly. Read more…
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A strategic approach to RESP withdrawals
June 24, 2016 • Financial Planning
The day you’ve been planning for is finally here. Your child is headed off to college or university. Now the challenge is to withdraw carefully from your Registered Education Savings Plan (RESP) so you make the most of your savings. Here are strategies that can help. Read more…
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Retirement income planning calls for a customized approach
June 24, 2016 • Retirement Planning
All retirees share a goal to stretch retirement dollars and minimize tax, but the path toward that goal can be very different, depending on lifestyle, net worth, and other factors. Here are three real-world examples to give you some insights. Read more…
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Is critical illness insurance for you?
June 24, 2016 • Insurance Planning
Surviving a critical illness can often mean enduring financial hardship. If you are considering critical illness insurance, here are some examples of situations where coverage is especially valuable. Find out how we can help you review your options. Read more…
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Teach your children well — with a TFSA
June 24, 2016 • Investment Planning
Want to help your child learn about investing? A TFSA is a good place to start Read more…
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