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Dale Gagnon


269 Laurier Avenue West
Ottawa, ON K1P 5J9



My Background

Dale has been diligently taking care of high net worth retail and corporate clients since beginning his career at BMO Nesbitt Burns in August of 1995.  A graduate of Business Administration at the University of Ottawa, Dale serves the Investment and Financial Planning needs of clients in both Ottawa and the Ottawa Valley where he grew up.

As a firm believer in continuing education, he is a CERTIFIED FINANCIAL PLANNER® professional and has earned the prestigious Fellow of the Canadian Securities Institute (FCSI).  In addition, he has obtained his Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations.  Dale is also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. and is able to offer options trading for his clients.  His most recent accomplishment was the completion of the Branch Managers Course.

Although he is an avid golfer and fisherman, his greatest passion is spending time with his family.  His charitable endeavors include his work supporting Candlelighters.  Their mission is to provide assistance to families of children coping with childhood Cancer.  Dale resides in Hunt Club with his wife Josée and daughter Chloé.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.