Financial Management Paul Marcotte in Gatineau

Over 250 millions in assets under management

Make an appointment now

Conservative Mutual Funds

 
3 years
5 years
10 years
Fidelity Global Balanced Portfolio
7.36%
8.28%
6.20%
Manulife Global Balanced
4.78%
6.20%
4.25%
I.A. Clarington Loomis Global Allocation
8.16%
8.01%
7.51%
  • Mutual funds consisting of 60% shares and 40% income securities.

*As of April 14th 2025 (Source: Morningstar.ca)

High Performance Mutual Funds

 
3 years
5 years
10 years
Fidelity Greater Canada
6.61%
17.70%
12.17%
Fidelity Class Global Innovators
15.28%
21.73%
N.A.
Mackenzie US All Cap Growth
14.43%
14.69%
14.54%
  • Mutual funds consisting primarily of Canadian and global equities.

*As of April 14th 2025 (Source: Morningstar.ca)

Responsible Investment

 
3 years
5 years
10 years
I.A. Clarington Inhance SRI Class Global Equities
9.25%
11.87%
9.14%
I.A. Clarington Inhance SRI Growth Portfolio
4.23%
7.37%
5.28%
IA Clarington Inhance SRI Balanced Portfolio
3.90%
6.20%
N.A.

Investment incorporating environmental, social and governance factors in their selection and management.

  • Fossil fuel-free investments: no investments in oil, gas, coal, pipeline production…
  • Environmental, social and governance (ESG) analysis.

*As of April 14th 2025 (Source: Morningstar.ca)

Investment Mutual fund, Segregated fund, Fixed term deposit, Bonds, Saving bonds, High-interest savings account, RESP, RDSP and TFSA
Retirement RRSP, RRIF, LIRA, LIF, Retirement annuities, Group RRSP, VRSP and IPP
Insurance Life, Wage loss, Long term care, Mortgage, and Commercial insurance

About Gestion financière Paul Marcotte Investment, Retirement, and Insurance Management

Located in Gatineau, Gestion financière Paul Marcotte supports clients in managing their investments, insurance, and personal finances. Our mission is to provide personalized, transparent, and high-quality service to help you achieve your financial goals.

We are committed to:

  • Offering the best investment and insurance products at the most competitive cost.
  • Providing access to top-tier managers and insurers.
  • Objectively analyzing your financial situation.
  • Recommending only premium-quality products.
  • Maintaining a comprehensive view of your finances.

Trust Paul Marcotte for expert advice on investments, insurance, and financial planning in Gatineau.

Contact us now
to make an appointment

Déterminer votre 
profil d'investisseurs

Vous avez pensé à vos objectifs financiers? Trouver le type de placement qui vous convient.Que vous soyez débutant ou expert, nos conseillers sont là pour vous accompagner!

Contact us for the management of your investments, insurance or your pre-retirement financial management 

Make an appointment now