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Diane Gagné F. Pl., CIM®

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Well-Advised Newsletter

  • The Playbook - October 29, 2018

    October 29, 2018 • Playbook

    The Playbook provides a weekly review and outlook on economic and market trends.

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  • The Playbook - October 22, 2018

    October 19, 2018 • Playbook

    The Playbook provides a weekly review and outlook on economic and market trends.

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  • Invest wisely and sleep well at night

    October 12, 2018 • Financial Planning, Investment Planning

    If you want to sleep well even when markets are volatile, you must invest according to your own risk tolerance. It’s one of the most important factors in investing. Also important, however, is that risk tolerance isn’t something you set and forget. It can change over time because of personal experiences or evolving life situations.

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  • The smart way to view an expected inheritance

    October 12, 2018 • Financial Planning, Retirement Planning

    It’s tempting to count on an expected inheritance as money in the bank – but it doesn’t always work out so perfectly. Anyone’s parent or parents could encounter situations or challenges that jeopardize the legacy they wish to leave to their children.

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  • Plan now to minimize OAS clawback later

    October 12, 2018 • Lifestyle, Retirement Planning

    To minimize OAS clawback, you need to reduce net income. During retirement, an effective strategy is splitting pension income. But several strategies, including the following, can be initiated before retirement arrives. 

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  • The Playbook - October 15, 2018

    October 12, 2018 • Playbook

    The Playbook provides a weekly review and outlook on economic and market trends.

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  • Factor the new longevity into your financial plans

    October 12, 2018 • Financial Planning

    Imagine, you might enjoy a retirement of 30 years, even longer. Here are some of the financial planning areas affected by the new longevity.

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  • Minimizing taxation of estate assets

    October 12, 2018 • Estate Planning

    There are ways to minimize the amount of tax payable by an estate. Here are some of the more common strategies.

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  • The Playbook - October 8, 2018

    October 08, 2018 • Playbook

    The Playbook provides a weekly review and outlook on economic and market trends.

    Read more…

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Newsletter Topics

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

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