FRANÇOIS GAGNON PLANIFICATEUR FINANCIER in Granby, Quebec, offers its expertise in integrated financial planning, complete or partial.
We also intervene in the planning of retirement income, financial wealth
management, estate planning and minimization of tax liability and the strategy
of planned charitable donations. We serve individuals, SME owners,
self-employed, managers and professionals in the area of Granby and greater
Here is our commitment:
Guide and assist you in the progressive realization of the goals that are important to us, at a personal, family or business level.
Provide you with the appropriate knowledge to advise and help you do the right things to reach your financial independence.
A full financial planning service
30 years of expertise at your disposal
FRANÇOIS GAGNON PLANIFICATEUR FINANCIER is the right partner to help you achieve your financial goals. We offer our services in:
- Integrated planning, complete or partial planning
- Retirement income planning
- Financial asset management
- Estate planning and minimization of tax liability
- Planned charitable donation strategy
- Shareholders agreement
- Vehicle of capitalization and enrichment of
- Retention of key staff
- Continuity and business transfers
- Inheritance preservation
As financial advisors, we are committed to guide and support you in the
progressive realization of the objectives that we hold dear, at the personal,
corporate or family level. We provide you with the appropriate knowledge to guide and help you do the right thing to reach your financial independence.
FRANÇOIS GAGNON PLANIFICATEUR FINANCIER operates in the financial field since 1985. François Gagnon headed a brokerage agency in financial services from 1981 to 1987 and chaired the provincial association of life insurers in Quebec (APAVQ) in 1983-1984. He is known for his listening capacity that he devotes to his customers, the relevance of his
recommendations and his overall approach.
He is affiliated with the PEAK Financial Group, recognized as a leader of fully independent multidisciplinary brokerage groups.
We are a small team of specialists, but if necessary, we can put at your disposal a network of people and multipurpose resources to achieve specific objectives.
We support you in the progressive realization of your financial goals
In the financial field for over 30 years
Some good reasons to put your trust on us:
- More than 30 years of experience
- Personalized advice
- PEAK Financial Group affiliation
- Assistance from A to Z