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Gabriel Lalonde CFP, CLU, CFEI, BA

Certified Financial Planner

As the second generation to operate this family business, Gabriel is committed to the established values of trust, integrity and personal client care.

After graduating from the University of Ottawa, he completed the Certified Financial Education Instructor (CFEI) designation which empowers him to host regular educational seminars open to the public. As well, Gabriel obtained the prestigious Certified Financial Planner (CFP) as well as the Chartered Life Underwriter (CLU) designations which provides assurance to his clients that the design of their financial future rests with a professional who will put their interests ahead of his own.

After spending time in Vancouver working in financial and technology space, Gabriel returned to Ottawa to transfer his financial background and relationship building skills to helping families plan for their future.

At this point, Gabriel focuses on working with business owners and professionals who combine their busy workday with the demands of family and friends. Because they have little time to devote to the intricacies of financial planning, they trust Gabriel’s management.

Gabriel is the person to turn to as you continue to build your career and lifestyle. He is able to address your financial planning options and future goals.

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