Renpei Chen, Investment and retirement Specialist IRS

Renpei Chen

Investment and retirement Specialist IRS

renpei.chen@nbc.ca

Send an email

416-507-8817

416-507-8817

121 King Street West

Toronto, Ontario , M5H 3T9

Languages spoken


English

Area served


Greater Toronto Area: Toronto

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?

 

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Retirement planning services are offered through subsidiaries of National Bank of Canada (NBC). Mutual Fund Representatives provide their services on behalf of National Bank Savings and Investments Inc. (NBSI), a wholly owned subsidiary of NBC.