Claude De Gagné

Financial Security Advisor, Financial Planner

B.Sc., C. Adm., Fin. Pl., TEP

514.878.0555 ext 228
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Claude is one of the firm’s founders.
His area of expertise is the development and implementation of financial security structures in a corporate setting for controlling families in public corporations and owners-directors of private companies. A chartered administrator, financial planner, member of the Society of Trust and Estate Practitioners, an accountant by training and an entrepreneur himself, Claude possesses a keen business sense and a sound understanding of the financial context in which his clients operate.

A graduate of HEC (1982), he was long associated with the Réseau HEC as an administrator and volunteer. Claude continues to be involved in the community. He shares his time with the Fondation Palestre Nationale (board member and outgoing chairman) and with the Institute for Research in Immunology and Cancer (IRIC) as an ambassador. He also takes part in the planning and development of fund-raising projects for a variety of charitable organizations.

Claude is committed to providing our clients with professional advice of the highest quality, a goal that calls for appropriate expertise backed by a rigorously trained multidisciplinary team.


  • B.Sc., Accounting & Finance, HEC Montréal, 1982

Professional activities and Associations

  • Member of the Association en planification fiscale et financière (APFF)
  • Member of the Chambre de la sécurité financière (CSF)
  • Member of the Institut québécois de planification financière (IQPF)
  • Member of the Ordre des administrateurs agréés du Québec (ADMA)
  • Member of the Conference for Advanced Life Underwriting (CALU)
  • Member of the Society of Trust and Estate Practitioners (STEP)
  • Fondation Palestre Nationale
  • Institute for Research in Immunology and Cancer, Université de Montréal