Gabriel Lalonde, CFEI
Certified Financial Educator
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 CFEI (Certified Financial Education Instructor) designation which empowers him to host regular educational seminars open to the public. Participants can learn how to start working towards financial independence in a non-pressured and fun environment.
After spending time in Vancouver working in financial and technology areas, Gabriel returned to Ottawa to transfer his financial background and relationship building skills to helping young families plan for their future.
At this point, Gabriel focuses on working with 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 investment, 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.
Recent Articles by Gabriel
3 Tips for Choosing the Best Tax Preparer
Gabriel Lalonde February 24, 2021 3 Tips for Choosing the Best Tax Preparer Can you guess which three letters strike fear in the hearts ...
Dementia-Proof Your Retirement
Gabriel Lalonde January 27, 2021 Dementia-Proof Your Retirement Here’s something you already know. Nobody opts into dementia voluntarily. And yet, the reality is ...
How to Offset Taxes on RRSP Withdrawals Using The RRSP Meltdown Strategy
Gabriel Lalonde December 16, 2020 How to Offset Taxes on RRSP Withdrawals Using The RRSP Meltdown Strategy We all know it’s important to save ...