Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
-
Tapping an RRSP for a home or an education
December 18, 2020 • Lifestyle
The Home Buyers’ Plan and Lifelong Learning Plan allow for tax-free withdrawals from a Registered Retirement Savings Plan (RRSP). Find out if it’s worthwhile financially.
Read more… -
Does it pay to renovate?
June 18, 2020 • Lifestyle
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… -
Decisions, decisions, decisions…
September 27, 2019 • Financial Planning, Lifestyle
It happens to each of us – facing a life choice but having trouble making the decision. We’ve got examples to show that decision-making help is available when a financial element is involved.
Read more… -
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.
Read more… -
Wondering about investing in Bitcoin?
June 15, 2018 • Lifestyle
Welcome to the world of cryptocurrency, where millions have been made and fortunes lost. Here’s what you need to know.
Read more…
© 2021 CI 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.