Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
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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.
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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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