Personal

Home Bank accounts

Home Bank accounts

ACCOUNTS

Chequing accounts High Interest Savings Account Select an account FAQ

EXCLUSIVE OFFERS

New clients Professionals Students Young people Newcomers to Canada

TIPS AND TOOLS

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

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

Home Borrowing

LOANS

Personal loans Car loan RRSP Loan and lines of credit FAQ

LINES OF CREDIT

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

INSURANCE

Loan and line of credit insurance FAQ

TIPS AND TOOLS

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

Mortgages

Home Mortgages

MORTGAGE SOLUTIONS

SERVICES OFFERED

MORTGAGE CALCULATOR

MORTGAGE RATES

INSURANCE

TIPS AND TOOLS

Savings and investments

Home Savings and investments

SAVINGS PLANS

SAVINGS ACCOUNTS

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

SECURIZONE

TIPS AND TOOLS

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

Advice

Home Advice

TIPS AND TOOLS

Banking Credit Savings and investment Home Insurance Budget Taxes and income Immigration Retirement Succession Studying View all articles

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 Creative Industries 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

Home International

OUR GLOBAL TRADE SOLUTIONS

Foreign Exchange Risk Hedging Foreign Currency Accounts Payment Solutions U.S. Bank accounts Managing Your Commercial Transactions Foreign currencies exchange rates

Financing

Home Financing

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

Launch Growth Transfer

Investing

Home Investing

INVESTMENTS

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

STAGES OF DEVELOPMENT

Launch Growth Transfer

Going Further

Home Going Further

PARTNER OFFERS

Legal Support Mentoring for entrepreneurs Virtual Clinic Accounting Services Online Appointment Payment Solutions Online Budgeting

HR SOLUTIONS

Payroll Solutions Group Retirement Plans Employee Benefits Plans

STAGES OF DEVELOPMENT

Launch Growth Transfer

Tips and Tools

Home Tips and Tools

ADVICE

Start-up Growth Transfer Money and finances Sales and marketing Exports Human resources Operations Technologies Skills development Becoming my own boss View all articles

TOOLS

My Business Model Directory of Resources

NEWS

Newsletters Webinars See the news

Wealth Management

Home

Online transactions

Personal Business

Direct Brokerage NB Financial Natbank Group Retirement Plans Securities Custody

Français

CLOSE

See all the advisors

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.

Calculate your savings