See all the advisors

Patricia Plateau

Investment and Retirement Specialist IRS

Send an email

Call

Branch

Languages spoken

French

Area served

Montérégie: Saint-Hyacinthe

What can I do for you?

As an Investment and Retirement Specialist IRS, 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