Our team-based approach to wealth management is designed to allow members to focus on their unique areas of specialization, bringing a wide range of expertise to effectively manage even the most complex financial situations.

 
Paul Gagné, BA, C.E.B.S

Paul Gagné, BA, C.E.B.S

Financial Security Advisor

Group insurance and group annuity plans advisor

Investment fund representative with Investia Financial Services Inc.

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 manage 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:

– Analysis of the plan design
– Benefit analysis
– Market analysis
– 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 their buisness.

 

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Terry O’Neill, BA

Terry O’Neill, BA

Financial security advisor

Group insurance and group annuity plans advisor

Investment fund representative with Investia Financial Services Inc.

Terry is one of the founding partners of Donvito O’Neill Gagné & Associates Inc. He joined the financial services industry in 1990. As a Financial security advisor, he helps his clients not only understand what they need, but helps them understand it so that they can act with conviction.
He is a firm believer in the value of lifelong learning and regularly attends educational seminars. Terry is registered with the AMF and Advocis. He is also a member of the financial services industry business association C3, and a founding member of the Advisory Group, a networking association of professional business owners and a member of CALU.

Terry is very involved in sports and community life as a participant, coach, fundraiser and advisor. He believes strongly that everyone must give back to help the community thrive. Terry has two wonderful teenagers, Emily and Ryan.

 

Click Here to get to know "After work hours Terry"

After work hours Terry

Live Life....While it is Happening

 

 

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Ryan O’Connor

Ryan O’Connor

Financial Security Advisor
Larry Tittley

Larry Tittley

Mutual Fund Representative

Mutual Fund Representative with Investia Financial Services Inc.

With over 40 years of industry experience, Larry’s commitment to his profession is transcended only by his commitment to his clients. Specializing in Wealth Management his aim is to thoroughly understand his clients’ financial needs and then set forth a plan to actualize them.

 

An economics graduate from Concordia University, Larry began his career in sales at London Life. After 7 years he went on to work for Royal Trust as their head of Estate Planning. In 1990 Larry took a position with Transamerica Life directing their Montreal sales operations and finally became an independent financial advisor in 2001. With each position, Larry gained invaluable insight into wealth management.

 

Larry currently sits as the citizen’s representative on the pension committee for the town of Kirkland. His clients span throughout Quebec and Ontario as well as many US states. If you would like to discuss your investment options, Larry would be more than happy to answer any questions you may have.

 

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Jason Holt, BA

Jason Holt, BA

Financial Security Advisor

Investment fund representative with Investia Financial Services Inc.

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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