Dale Gagnon, CFP, CIM, FCSI, FMA
Senior Investment Advisor, Senior Wealth Advisor
Levering more than two decades of investment management experience, I provide trusted advice and customized wealth solutions to high net worth families in the Ottawa-Gatineau region, helping to preserve their capital and build long-lasting, value-added relationships – one client at a time.
At Allinotte Gagnon Wealth Advisory Group, our goal is to deliver greater financial freedom through strategically tailored wealth plans, Estate and Tax strategies, insurance options, and access to some of North America’s best investment managers.
I am particularly sensitive to the need for frequent and honest communication – whether it involves developing quarterly touchpoints for market updates, travelling to meet clients face-to-face to prepare for key life events, annual reviews to discuss possible changes to the financial plan, and highly personalized statements outlining investment performance and asset allocation.
I am also active in my community, working with charitable organizations including the Candlelighters Childhood Cancer Support Programs, to raise over $383,700 over the last 10 years.
Although I am an avid golfer and fisherman, my greatest passion is spending time with family and friends.
Mark Allinotte, B.Comm.
Investment Advisor, Wealth Advisor
Mark joined BMO Financial Group in 1992 after graduating from the University of Ottawa with a Bachelor of Commerce degree. He also holds the Professional Financial Planner (PFP) designation.
Born in Brockville, Ontario, Mark continues to help clientele in Ottawa and the St. Lawrence and Rideau Valleys.
Mark and his wife Pam live in Brockville. He gives back to the community with involvement in various local charities. In his free time, he enjoys playing hockey, travelling and riding his Harley Davidson motorcycle.
Client Service Associate
A graduate of Business Administration-Finance at Algonquin College in 2017, Keith was born and raised in Ottawa. Family, friends and sports are some of his greatest passions. Keith operates his own hockey team and he organizes an annual alumni basketball tournament for his old high school in Hammond, ON. Giving back and loyalty are extremely important to him.
It is our pleasure to welcome Keith to the Allinotte Gagnon Wealth Advisory Team and we are certain that he will be vital in increasing the level of competent service our clients have come to expect from us.
Senior Relationship Manager
I have been dedicated to commercial banking for over 20 years at BMO Bank of Montreal. I advocate for my clients and offer clear and relevant choices to meet all aspects of their banking needs. With a passion for assisting operating companies, I specialize in leveraged financing for acquisitions & management buyouts.
Income Property Finance, Canadian Commercial Banking
Tanner has been a key member of Ottawa Real Estate Banking team for 10 years, with previous BMO roles in credit analysis, customer service, cash management, and corporate real estate banking. Tanner’s specialty is working with real estate investors (Multi-Unit Residential, Industrial, Office and Retail asset classes) to help provide the right financial solutions for owners and their families, as it relates to their real estate investment portfolio