Patricia Plateau, Investment and Retirement Specialist IRS

Patricia Plateau

Investment and Retirement Specialist IRS

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Languages spoken


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?



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