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 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.
Whenourclientswalkthroughthisprocesswithus, we believe it gives them confidence and clarity, because they’ve done more than just think about things-they’ve taken action to improve their future.
I hope that we've described the kind of long-term relationship that you'd like to develop with a qualified, experienced financial advisor.
