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CHEQUING ACCOUNTS

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SAVINGS ACCOUNTS

High interest Special projet USD progress The Strategist FAQ View all savings accounts

EXCLUSIVE OFFERS

Professionals Students Newcomers to Canada

WHERE TO CARRY OUT TRANSACTIONS

National Bank online FAQ Mobile app ABMs

DAY-TO-DAY TRANSACTIONS

Mobile Payment Interac e-transfer Mobile cheque deposit Ordering foreign currency Banking services

TIPS AND TOOLS

My finances My home My travel plans My retirement My business My new life in Canada

Credit cards

Home Credit cards

CREDIT CARD CATEGORIES

No fee Low interest rate Cashback Travel Rewards

MASTERCARD CREDIT CARDS

World Elite World Platinum Echo cashback mycredit FAQ View all cards

CARD BENEFITS

Priceless Cities VIP lounge at Montréal Airport Concierge services View all benefits

INSURANCE

Credit card payment insurance

TIPS AND TOOLS

My finances My home My travel plans My retirement My business My new life in Canada

Borrowing

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LOANS

Personal loans Car loan RRSP Loan and lines of credit FAQ

LINES OF CREDIT

Personal line of credit Home equity line of credit Home improvement line of credit Student line of credit FAQ

INSURANCE

Loan and line of credit insurance FAQ

TIPS AND TOOLS

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Mortgages

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MORTGAGE SOLUTIONS

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Savings and investments

Home Savings and investments

SAVINGS PLANS

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INVESTMENT SOLUTIONS

GICS

TIPS AND TOOLS

Insurance

Home Insurance

INSURANCE PRODUCTS

Loan and line of credit insurance Travel insurance Mortgage loan insurance Credit card payment insurance FAQ

SERVICES OFFERED

Insurance claims

ASSISTANCE

SécuriZone 2.0

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My finances My home My travel plans My retirement My business My new life in Canada

Advice

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TIPS AND TOOLS

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Business

Home Banking Solutions

Home Banking Solutions

BANK ACCOUNTS AND PACKAGES

Opening an Account Accounts Packages

OPERATIONS MANAGEMENT

Internet and Mobile Banking Solutions Cash Management Overdraft Protection Payment Processing

SPECIALIZED SECTORS

Agribusiness Agri-food TV and Motion Picture Insurance Brokers Forestry Franchise Real Estate Manufacturing Companies NPOs and Associations Fisheries and Fishery Products Business Professionals Healthcare Professionals Healthcare and Life Sciences Public Sector Energy Services Technology

International

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OUR GLOBAL TRADE SOLUTIONS

Foreign Exchange Risk Hedging Foreign Currency Accounts Payment Solutions Cross-Border Solutions Managing Your Commercial Transactions Foreign currencies exchange rates

Financing

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FINANCING SOLUTIONS

Short-term Long-term Acquisition Merchant Services Crowdfunding Loan Insurance

CREDIT CARDS

Promotions and News Mastercard Business Platinum Mastercard Business Mastercard Business Line Mastercard Corporate U.S. Dollar Mastercard Business Credit Cards

STAGES OF DEVELOPMENT

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Investing

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INVESTMENTS

Business Investment Account Guaranteed Investment Certificates Mutual Funds and Other Trust Services

STAGES OF DEVELOPMENT

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Going Further

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PARTNER OFFERS

Legal Support Virtual Clinic Accounting Services Online Appointment Payment Solutions

HR SOLUTIONS

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STAGES OF DEVELOPMENT

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ADVICE

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Angele Lacasse, Investment and Retirement Development Manager

Angele Lacasse

Investment and Retirement Development Manager

506 339-0335 (ext. 7772)

Languages spoken

French

Area served

Atlantic East: Caraquet, Tracadie-Sheila, Bathurst, Rogersville, Neguac, Petit-Rocher

What can I do for you?

As an Investment and Retirement Development Manager, 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

Prenez une longueur d’avance

Avant notre rencontre, utilisez l’outil MonIdée pour avoir une idée du montant que vous devriez économiser pour réaliser vos projets de retraite à l’âge désiré.

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