Our clients choose us for different reasons: our attentiveness, our availability, our integrity, our expertise, our trustworthiness… but all derive the same benefit: a good night’s sleep!
Tell us about your projects and what keeps you up at night.
Our integrated services combine financial planning and discretionary portfolio management.
Through thick and thin, you can count on us. Always.
“I have had complete faith in Linda for over 20 years. She has been by my side in all my projects and always provides great insight to help me achieve my goals. She is one of the few people who will be with me for the rest of my financial journey!”
Danielle Trottier, Author
Gérald Fillion interviews Hélène Gagné on retirement.
Should we anticipate living to 100 in order to plan for our retirement?
Gérald Fillion discusses this issue with Hélène Gagné in Question d’intérêt’s new podcast, available on Radio-Canada's app Ohdio. Listen to the interview here (in French).
Votre retraite crie au secours, revised and expanded 2nd edition (2015): A real wake-up call in which she blows the whistle on many illusions and provides sensible solutions for getting ahead in your golden years. This book provides answers for everyone, whether in the retirement planning or the disbursement phase.
Maximisez votre capital retraite (2002 et 2004): Nominated for the 2003 Business Book Award by the École des Hautes Études Commerciales.
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514-499-8444 | 514-848-0393 | 800-848-0393
Hélène Gagné, Financial Security Advisor and Financial Planner offers these services through her firm Gagné, Morin & Associés MTL inc. These services are independent from PEAK Securities Inc.
Linda Johnston, Financial Security Advisor offers these services independently from PEAK Securities Inc.
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