Testimonials
“We felt an immediate chemistry with Hélène. She knows and understands our goals and how to help us achieve them. Her investment philosophy is well thought through and logical. She’s proactive and has surrounded herself with a strong team. We can count on her.”
Dr. Miriam Maddalon-Molson, Centre visuel Île des Sœurs
John H. Molson, Vice-President, Research and Development, Immunotec
“After doing three months of research, looking for a financial planner who would help me make the transition between working full time for 43 years and retirement, I met with PWL’s Hélène Gagné and knew I had found the right person.
The first thing that convinced me was her calm, friendly personality. She pays attention to your concerns and then helps you find solutions. She’s professional, efficient and extremely competent.
Hélène and the members of her team respond quickly to emails and phone calls and are always available to meet with you to bring you up to date and answer your questions.
Over the past five years, Hélène has not only met my objectives, she’s surpassed them!”
Tom Banks, former General Director, Kenworth Montréal
“Hélène Gagné has radically changed how I perceive the management of my portfolio. Her ability to link together my financial needs and translate them into an investment policy that really suits me has allowed me to achieve goals that I couldn’t even have imagined. We have established more than a business relationship; it’s a real partnership!”
Nathalie Francisci, President, Founder, Venatus Conseil
“We were formerly self-employed and now can’t help but congratulate ourselves for having chosen Hélène Gagné to manage our portfolio which, at the time, was far from enough to ensure an interesting retirement. In close to 15 years of ongoing effort, our advisor has been able to make our assets grow to the point where today, we have the financial security that allows us to live comfortably, retired and independent.
Hélène is reassuringly confident, always available, frank and marvelously patient in her clear explanations. She has surrounded herself with an experienced team and treats us with an admirable degree of human warmth. Over the years, she has become a much appreciated friend.”
Jacqueline Frenette, Education Consultant
Georges Roy, Pharmacist and Consultant
“I trust Hélène Gagné to manage my portfolio because she understands my objectives and has many years of experience in financial markets. I have found her to be a person of integrity, always available, and someone who is able to communicate with clarity and transparency. Even when I’m away traveling around the world, I know that she and her team are keeping a close eye on things for me.”
Michel Guyot, President, VSNL
“In 2003, after three years of research, I finally found in PWL the wealth management firm that suits me. I met Hélène Gagné and we immediately established a relationship based on trust. She is part of a team of portfolio managers and financial planners and gives me clear answers to my questions. She’s an excellent communicator who knows how to guide the investor through the challenge of investment.
PWL investment strategies are based on academic research. They’re solid, and reflect my profile. What a welcome contrast, in an industry that all too often hides behind a smokescreen! I know that Hélène Gagné is supported by a highly qualified team and I have confidence in her, which means that I can enjoy, worry-free, the free time afforded by my recent retirement.”
Marc Dufresne, Consulting Partner with PricewaterhouseCoopers and IBM, now retired
“When I reached the retirement stage, I had to organize my finances so that I could be as worry-free as possible, with complete trust in my portfolio manager. That’s what I found with Hélène Gagné, and I’m extremely satisfied.”
Lawyer, formerly with a leading Montreal law firm
“In May 1994 we were looking for a person of knowledge and integrity who would manage the capital we had just inherited. Through the ups and downs of the market, time has confirmed the wisdom of our choice of Hélène Gagné.”
G. and D. Lamontagne, retired oil company executive and retired teacher
“Hélène has been managing my portfolio since 2000. When I met her, I told her of my dream of sailing around the world. It is crucially important that I have complete confidence in the person who takes care of my money when I’m far away. Today, I am still traveling the world while Hélène steers the ship. She’s a great captain!”
Vicki Kuzyk