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Angele Lacasse, Investment and Retirement Development Manager

Angele Lacasse

Investment and Retirement Development Manager

angele.lacasse@nbc.ca

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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?

 

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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.

 

Calculate your savings
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