Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
Read more…Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.
Read more…Can you guess which two rooms you can renovate to bring the highest return on investment? The answer is here, along with other helpful information about the financial side of home renovation.
Read more…As markets begin to stabilize and economies slowly reopen, the CI Multi-Asset Management team takes a look back at how markets have reacted through the COVID-19 pandemic and what lays ahead for their portfolio positioning strategies.
Read more…The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know.
Read more…The fiscal and monetary policy actions announced over the past few weeks have been crucial to supporting individuals and businesses, but the long-term impact on central banks and financial markets could be just as significant.
Read more…Even with our office closed, finding convenient and secure solutions for sharing confidential communications and documents about your account with you is my priority.
Read more…Looking at three different market disruptions in recent history, CI Multi-Asset Management demonstrates how and why markets reacted as they did, and what this can tell us about the current coronavirus pandemic.
Read more…Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices.
Read more…Imagining that you’re travelling the world or opening a charming bed and breakfast might sound like a wonderful daydream. Find out why it’s also a practical retirement planning exercise.
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