The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Diane Gagné, F.Pl., CIM

Financial Planner

Diane Gagné started her career in financial services in the banking sector in 1978 before entering the life insurance industry in 1985.

Diane Gagné is a Chartered Investment Manager (CIM) and a Financial Planner with Assante Capital Management Ltd.

She has been an Insurance Consultant for national medical associations of specialists for countless years.

She is part of a highly successful team which provides integrated financial planning services and wealth management to business owners, incorporated professionals and high net worth individuals.  She provides her clients with independent advice through a holistic planning approach.

She is a member of the Institut Québécois de Planification Financière.

Recent Posts

It Is a Tougher Game When Central Banks Turn Hawkish

Jun 29, 2022

Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

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Can your risk tolerance change?

Jun 15, 2022

Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....

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Buy low, sell high—the challenges and opportunities

Jun 15, 2022

It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?...

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

150 Isabella Street Suite 1305
Ottawa, Ontario
K1S 1V7 Canada