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Carlo Gagliardi

Investment Advisor & Financial Planner

Tel: 514-631-2367
Fax: 514-631-6497
Toll Free: 1800-567-1170

Carlo Gagliardi

1 rue Holiday
Tour Ouest, Bureau 110
Pointe Claire, QC
H9R 5N3

Contact Me

 We Help Successful, Busy Professionals and Retirees

Save, Invest, Grow and Protect Their Money


Our 6 Primary Investment Beliefs:

We Believe …

1) In objective & unbiased solutions that puts the clients needs' first. We educate and explain in easy-to-understand language.

2) Investment success takes time and patience. Investing in balanced portfolios provides the greatest probability of reaching your investment goals.

3) Life takes planning: we will implement a plan based on the information available at that point in time, and we adjust the plan accordingly.

4) Your Investments should not be more exciting than your life…Good investing is boring!

5) One of our primary tasks is to remove the "media noise” so we can focus on what's important to you.

6) Wealth management will continue to become more and more multifaceted and our role to demystify complex financial situations will become increasingly important.