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Dale C. Gagnon
Mark Allinotte
Keith Lavictoire
Magdalena Klos

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

Dale C. Gagnon CFP®, CIM, FCSI, FMA

Vice President
Investment Advisor, Wealth Advisor

Tel: (613) 567-6239

Fax (613) 237-7801

E-mail: dale.gagnon@nbpcd.com
 

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 my family.  I reside in Hunt Club with my wife Josée and daughter Chloé.