Brian Gagné

Wealth management advisor
Financière Banque Nationale

popup medal icon RIA: Certified

TODAY’S INOVATIVES STRATEGIES, FOR TOMORROW’S WELL BEING

INTEGRITY – CONVICTIONS – PERFORMANDES

We are the ESG specialists
Goals-based planning (GBI) is the process of helping clients prioritize their Financial goals and determine the optimal plan to fund them. Goals-based planning expands your focus into all aspects of your Financial life and eliminate the retirement-only focus.
-Morningstar

Re-inventing the investment process

A more human and personalised approach

Taking full advantages of all your ressources

Adequate risk evaluation towards your life objectives

Instauration of a “SMART” optimised portfolio

Advanced technologies and artificial intelligence process

Investment Policy Statement (IPP)

Services Offered in RI
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Other
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
Minimum Account Size

$250,000+

Investor Type Dealt With

Individual

Institutional

Type of License

IIROC

Provinces Licensed In
  • Quebec