Assante Wealth Management

Diane Gagné F. Pl., CIM®

Financial Planner
  • Home
  • Our Team
    • John Vachon
    • Diane Gagné
  • Our Services
  • Newsletter
  • Financial Links
  • About Assante
    • Protecting Your Assets
  • Contact Us

Safeguarding your family’s financial future

with complete wealth management services »

theme/gold

Well-Advised Newsletter

  • Protecting yourself from today's threats

    May 06, 2016 • Security

    Each year, thousands of Canadians fall victim to financial scams and security breaches. Many scams try to obtain your personal information with the intention of stealing your identity, while others ask you to send money via wire order or some other means.

    Read more…

  • All in the family

    March 25, 2016 • Financial Planning, Investment Planning, Tax Planning

    You know that you can always come to us for advice on any financial challenge you’re facing. But what if it’s your parents, in-laws, or an adult child who needs assistance? You’ll be pleased to know that we can help them, too. Read more…

  • Does managing your financial life ever feel like a juggling act?

    March 25, 2016 • Financial Planning, Lifestyle, Retirement Planning

    As your life evolves, managing financial priorities can get increasingly complicated. Should you pay down your mortgage or contribute to your RRSP? Or maybe your TFSA? And what about the RESP for the kids’ education? Find out how we can help. Read more…

  • Goodbye, one size fits all. Hello, custom tailoring.

    March 25, 2016 • Financial Planning, Lifestyle

    The “traditional” family is no more. These days, we’re just as likely to see single parent with kids as couples without — not to mention blended families. That’s why we always start by looking at your situation. Read more…

  • Is your home a nest or nest egg?

    March 25, 2016 • Estate Planning, Retirement Planning

    For many retirees, deciding whether or not to downsize can be a struggle that touches on both emotional and financial considerations. Here are some thought-starters that can help you arrive at the decision that’s right for you. Read more…

  • Tax tip at 65

    March 25, 2016 • Retirement Planning, Tax Planning

    Age 65? Don’t miss out on this tax tip that could save you money Read more…

  • Shining the spotlight on TFSAs

    December 25, 2015 • Financial Literacy, Financial Planning

    The contribution limit is likely to change (if the Liberals hold true to their campaign promise), but the Tax-Free Savings Account (TFSA) remains one of the most effective ways to accumulate capital. Are you using yours the right way? Read more…

  • When retirement comes, expect the unexpected

    December 25, 2015 • Retirement Planning

    Your spouse needs a walker. Your adult kids are facing a cash crunch. Your house needs a new roof. Unexpected costs like these can erode your retirement savings. A flexible plan takes into account both known and unknown variables so the unexpected doesn’t derail your retirement. Read more…

  • 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…

  • 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…

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23

Newsletter Topics

  • Technology
  • Playbook
  • Portfolio Construction
  • The Big Picture
  • Security
  • Estate Planning
  • Financial Literacy
  • Financial Planning
  • Insurance Planning
  • Investment Planning
  • Lifestyle
  • Luxury Assets
  • Retirement Planning
  • Tax Planning

Newsletter Archive

2019
  • February
  • January
2018
  • December
  • November
  • October
  • September
  • August
  • July
  • June
  • May
  • April
  • March
  • February
2017
  • December
  • September
  • June
  • March
2016
  • December
  • September
  • July
  • June
  • May
  • March
2015
  • December
  • October
  • September
  • June
  • March
2014
  • December
  • September
  • June
  • March
2013
  • December
  • October
  • July
  • April
  • January
2012
  • September
  • June
  • March
2011
  • December
  • September
Linkedin

Disclaimer

© 2019 Assante Wealth Management

Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).

ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
IIROC logoIIROC Advisor Report textCIPF logo

AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
MFDA logo
www.mfda.ca

The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.