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269 Laurier Ave. West
Retirement and Financial Planning
The Allinotte Gagnon Wealth Advisory Group takes the time to explain what's going on with the markets and in your own portfolio in easy to understand terms. Your peace of mind is what is most important to us.
In order for us to best evaluate your situation, we will take you through a detailed Financial Plan to ensure you are prepared for your future.
Estate Planning and Insurance services
Mark and Dale have spent countless hours perfecting their knowledge in these areas. With the help of our in house Estate and Insurance Advisors, we are able to offer sound advice on all of your Estate Planning and Insurance concerns. Asset preservation is an integral component of a comprehensive wealth plan. In partnership with our Estate and Insurance Advisors, we can recommend insurance solutions that will complement your overall wealth strategy and provide a greater sense of assurance.
Trust and Executor Services
We can engage experts such as BMO Trust Company to offer the unique protection and tax-savings potential of trusts. BMO Trust Company can also provide will reviews and will direction as part of your overall wealth plan. Executor services are also offered to help ease the burden of administering an estate.
Asset Management and Investments
With access to a world of investment solutions, we will recommend specific solutions that are tailored to your needs while complementing your overall wealth management strategy – everything from fee-based, managed solutions and traditional investments, to alternative investments and structured products.
Business Succession Planning
Succession planning is a process, not an event. Proper planning can ensure the ongoing stewardship of the business you have worked so hard to build. We can assist you with planning for retirement and the transition of management and ownership of your business, whether to a family member, employee or a third party.
Whether you’re looking to secure a mortgage, personal loan or line of credit – or if you require more specialized lending services to fulfill and optimize your wealth management strategy – we will work with you to access the expertise of a BMO Bank of Montreal lending specialist.
Strategic philanthropy and charitable giving is an extension of your personal beliefs and convictions. We can help you implement a solution that will have a long-term impact and enduring difference in your community and create a lasting family legacy. The solution may be anything from a donor advised fund to the creation of a private foundation.
Online Access to your Account
BMO Nesbitt Burns Gateway our online client information centre. Our clients had tremendous value in this no cost service.
Portfolio Performance Reporting and Personalized Annual Review Letter with Recommendations
We'll show you how you've done, as well as, provide you with an easy to read, written recommendation on your asset mix and individual holdings a minimum of once a year.
The Allinotte Gagnon Wealth Advisory Group can help you develop financial solutions that make sense and that fit in with your goals and life dreams.