Gagné Strategies Group

Our expert team is here to meet your financial needs.

Today’s strategies, for tomorrow’s well being 

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)

Discover our company

Why us?

We want to help you achieve the things that are dear to your heart

Our team is dedicated to a more human approch, personalised, based on YOUR dreams, YOUR goals and YOUR life objectives

In doing so, we have impliment a "SMART" process. Specific, Mesurable, Assignable, Realistic, Time-Related

We have created an excellent operational approch, that can evaluate and adjust in real time to acheive your Goals

Transparency and confidence are the cornerstone of our Relationship with our clients

Financial eduction is crucial and an integrant part of our decision process

OUR GOALD IS SIMPLE: HELPING YOU AND YOUR FAMILY THRU ALL SECTORS AND PHASES OF YOUR FINANCIAL LIFE

Contact us

Get contact information for our team members and find out where our offices are.

 

Email picto