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

Are you a Canadian resident with U.S. property?

Nov 25, 2024

Snowbirds who own a U.S. property face estate planning complexities, making it essential to seek advice from a cross-border specialist....

Read more

AI to drive new economic paradigm and new era of investing

Nov 21, 2024

Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....

Read more

I’ll be gone anyway, so why plan my funeral?

Nov 05, 2024

Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

Read more

Diane Gagné F.Pl., CIM

Financial Planner

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

5 Blackburn Ave
Ottawa, ON
K1N 8A2 Canada