Isabelle Gagné, FCSI®, CIM®, F.Pl.
Associate Portfolio Manager & Investment Advisor
T: 418-654-2804
E: isabelle.gagne@td.com
Isabelle Gagné has been helping individuals, families, healthcare professionals, and entrepreneurs manage their wealth for over 20 years. Her approach is grounded in a thorough understanding of each client's goals, values, and priorities.
Holding the Financial Planner (F.Pl.), CIM®, and FCSI® designations, she provides an integrated approach that combines investment management, financial planning, and personalized guidance. She has particular expertise working with physicians, professionals, and families whose financial needs have become increasingly complex.
Demonstrating professionalism, diligence, and attention to detail, Isabelle focuses on building long-term relationships based on listening, trust, and advice tailored to her clients' evolving circumstances. Outside of work, she enjoys spending time with her two daughters and believes that wealth is ultimately a means of achieving the goals and aspirations that matter most.
A network of specialists at your service
Based on your needs, we coordinate the appropriate expertise to deliver a comprehensive and integrated approach to managing your wealth.
- Tax Planning
- Estate Planning
- Insurance
- Private Banking Services
- Specialized Lending Solutions
- Retirement Planning
- Decumulation Strategies
- Business Owner Services
- Family Wealth Services
Executive Trust Officer
Tax and Estate Planner
Estate Planning Advisor
Business Succession Advisor
Client Service Associate
