Notre approche de gestion du patrimoine basée sur le travail d’équipe est conçue pour permettre à nos membres de se concentrer sur leur secteur unique de spécialisation, ce qui apporte toute une gammes de connaissances spécialisées qui permettent de gérer efficacement même les situations financières les plus complexes.

 
Paul Gagné, BA, C.E.B.S

Paul Gagné, BA, C.E.B.S

Partenaire

He has been in the insurance business for over twenty years. In the past several years he has focused on bringing an “added value” strategy to his business owner clients. He has formed alliances with other experts in their fields and together they bring the team approach to helping business owners manager their risk.​Using various strategies, they are able to offer corporate clients ideas in the following services.

– Buy/sell funding
– Partnership Insurance
– Estate Planning
– Charitable Giving
– Tax reduction strategies for Corporate Assets
– Disability Carve Out
– Executive Disability Insurance
– Critical Illness Insurance for the Executive
– Key person packages

He has also formed an association with one of the largest Employee Benefits brokers in the province, Groupe Censeo. Together they can offer employers guidance in Group Insurance, Group RRSPs and Group Pension. They have been able to help their corporate clients manage and reduce expenses.

Their services include:

– Analyses of the plan design
– Benefit analyses
– Market analyses
– Recommendation
– Implementation of the plan
– Quarterly, Semi or Annual review.

The Approach

First he likes to meet with his potential clients and gather all the relevant information, and come up with an outline of a plan. Then working with various partners he will come up with a recommendation and a plan of action. His goal is to manage risk so that his clients can manage



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Jason Holt, BA

Jason Holt, BA

Conseiller en sécurité financière
Jason joined Donvito O’Neill Gagné & Associates in January 2015. He has over 15 years experience in the financial services industry and works closely with his clients to help them develop and grow their financial security plans.



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