It is our goal to provide first class service.

At Richard Gagné and Associates, we build lasting relationships with our clients based on rigorous honesty and integrity. We tell you the bad news as well as the good news. We will recommend sensible options and show you the steps that can be taken to help accomplish financial goals.

We start by listening to you because we care about your well-being. We encourage you to share the challenges that impact your financial life. Then, we'll explain an investment process that results in a strategy that fits your goals and objectives.​

We help you to reach clarity about your goals through a process of writing  down your risk tolerance level, your degree of understanding of the different asset classes, your time horizon and your expected rate of return.

I hope that we've described the kind of long-term relationship that you'd like to develop with a qualified, experienced financial advisor.

 

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