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Dale C. Gagnon
Mark Allinotte
Keith Lavictoire
Magdalena Klos

269 Laurier Ave. West
Suite 201
Ottawa, ON
K1P 5J9

It has been our experience that wealthy individuals really do not appreciate losing money. Also, negative returns have a much greater impact on your overall performance than any positive return can have. Although we cannot always promise a positive return in any given calendar year, it remains our goal to keep losses to a minimum for clients.

We believe that taking a balanced approach in building your portfolio mitigates the risk associated with investing in equity and fixed-income investments. The speed and degree to which financial markets can change course should give investors reason to pause and reflect on the dangers of taking an extreme market view - both bullish and bearish.

The Allinotte Gagnon Wealth Advisory Group encourages a balanced approach to guard against market volatility. The goal should be to increase the odds of long-term favourable results relative to investment goals (ie. retiring with sufficient funds) rather than maximizing short-term expected returns.

It is only through the proper use of all asset classes in a balanced mix that together we will achieve your goals and dreams.