Melissa Mercier Bernard, Financial Planner

Mélissa Mercier Bernard

Financial Planner

melissa.mercierbernard@nbc.ca

Send an email

Languages spoken


French

Area served


Montérégie: Saint-Jean-sur-Richelieu

What can I do for you?

As an Investment and Retirement Specialist, i can provide expert advice to help you determine the best investment approach and plan your withdrawal strategy.

 

I can also counsel you on how best to use your pension funds or severance pay when you leave a job.

Areas of expertise

I can help you with a wide range of questions surrounding how to save your money and make withdrawals after retirement.

 

  • Which retirement strategy should you adopt?
  • When is the best time to convert your RRSP into an RRIF?
  • Which income or investment should you draw on first?
  • Is it better to transfer your pension plan to a new employer or leave the funds in the former employer's pension plan?

Questions?

 

Send an email