The advice of a financial planner that will take you far
- Financial planning
- Financial security consulting
- Insurance advice
- Wealth management consulting
- Retirement income planning advice
- 30 years of experience and expertise
- Personalized advice and assistance
- Implementation of an effective action plan for individuals and businesses
Contact us to make an appointment. (450) 372-9137
Located in Granby, François Gagnon Planificateur Financier helps you achieve your financial objectives.
Manage your finances well
We help you manage your finances well. Our advice will help make your projects a reality. Whether you want to buy a house, travel or get married, we work with you to develop a financial strategy that will allow you to anticipate any unforeseen event and make the right decisions.
We also help you prepare for your retirement. Are you in Saint-Jean-sur-Richelieu, Montreal or another city in Quebec? Trust our financial planning specialists for their expertise.
Have a confident and clear look on the future
Contact us to schedule an appointment.
Values and approach
Specialized in integrated, complete and partial financial planning, we are committed and dedicated to our job. Your economic development is important to us.
Our approach is divided into 4 distinct steps. First, we collect information about your financial situation (tax, balance sheet, budget, objectives, etc). Then, we assess the scope of your objectives and develop a dedicated action plan. Finally, we monitor the evolution to ensure that the strategy adopted generates the expected results.
Specialists in integrated, complete or partial financial planning