Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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When should you open a RRIF?
March 26, 2020 • Retirement Planning
It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term.
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When a family member needs special care
March 26, 2020 • Financial Planning
Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care.
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Missing any tax credits or deductions?
March 26, 2020 • Tax Planning
We’ve got some information that will hopefully save you some tax dollars – whether you’re filing a personal tax return or you’re a business owner or incorporated professional.
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Update on Pandemic Response
March 20, 2020 • Technology, Security
We are committed to supporting you through this difficult time and extend our heartfelt wishes to our clients for their good health and safety.
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Market Struggles
March 09, 2020 • The Big Picture
It has been almost 11 years since the equity markets bottomed out on March 9, 2009, at the height of the financial crisis.
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Revisiting Household Debt
March 09, 2020 • The Big Picture
On December 6, 2019, the Bank of Canada announced that its ninth Governor, Stephen Poloz, would be stepping down in June 2020 at the conclusion of his seven-year term.
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When Sickness Strikes
February 28, 2020 • Portfolio Construction
The outbreak of the coronavirus has resulted in abrupt market shifts and even greater uncertainty over what will happen next. See how CI Multi-Asset Management is being proactive in their asset allocation strategy so your portfolios are prepared for when sickness strikes.
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The Playbook – February 10, 2020
February 10, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Expanding the Toolkit
February 06, 2020 • Portfolio Construction
This month, the CI Multi-Asset Management team is opening their toolbox to show how they’re incorporating alternative investments across their managed solutions for a new, modern approach to portfolio construction.
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The Playbook – February 3, 2020
February 03, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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