Our goal today is to earn the right to work with people in a very unique way! We strive to help people protect what they have built and to establish a legacy they will be proud of – both during and after their lifetime.What If?
Donvito O’Neill Gagné & Associates Inc. is a progressive leader in the financial services arena. We help you understand and take control over what’s important so you can act with conviction.
We help you reach your financial and life goals by protecting your lifestyle today and helping you create a financial legacy you can be proud of. We know that to protect and grow what you have built, you must have control over what’s important and act on it. Your board of advisors and family working on the same plan and outcomes is crucial.
Our team has more than 100 years of cumulative experience developing:
Our processes are well defined and the results custom-made to meet your goals, whether the focus is:
Financial security planning
Enhanced Executive Compensation
Buy/Sell Agreement Funding
Corporate Asset Transfer
Individual Pension Plans (IPPs)
Solutions for Individuals
Life Disability Critical Illness
Tax reduction strategies
Intergenerational Wealth Transfer
Proprietary Planning Process