Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
-
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…
-
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…
-
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…
-
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…
-
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…
-
Protecting yourself from today's threats (part 2)
June 03, 2016 • Security
Most individuals or groups perpetrating scams take great care to ensure that they appear legitimate and their malicious intentions remain undetected. By being aware of some of the most prevalent scams, you will be better prepared should you ever find yourself a target of one.
Read more… -
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…
© 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.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
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.