MELISSA GENCHER; GENCHER FINANCIAL SERVICES
EXPERT GUIDANCE THROUGH YOUR FINANCIAL LIFE
About Melissa
Expert guidance through your financial life
Melissa Gencher has been working in the investment industry for over 15 years. She provides comprehensive financial advice and investment planning for investors of all ages, specializing in families and young professionals.
Melissa is dedicated to educating clients about all aspects of their finances and helping them to achieve their investment goals by focusing on retirement planning, budgeting, and tax efficiency. She believes it is important for investors to be financially literate and aims to help them gain confidence about how to save their hard-earned money.
If Socially Responsible and Sustainable investing is important to you, Melissa is a certified Responsible investment Specialist, and can help you make investment choices that align with your values.
Melissa has extensive experience with RRSPs, TFSAs, RESPs, RRIFs, and many other types of investments. She puts together investment portfolios for clients using mutual funds from all companies.
As well, Melissa is qualified to offer Life and Accident or Sickness Insurance in the province of Quebec. She can analyze your need and ensure you have the proper coverage.
She is also a certified Tax Services Specialist, and offers tax preparation services to clients as well.
Contact Melissa to set up an appointment to review your investments and determine a strategy for your financial future.
Financial Advice
Need guidance on how to "organize your life" financially? Melissa has experience advising clients from all financial backgrounds
Mutual Fund Investments
Melissa is a qualified mutual fund representative, who creates customized portfolios for her clients using products from many fund companies.
Mutual funds, approved exempt market products and/or exchange traded funds
are offered through Investia Financial Services Inc.
Sustainable & Responsible Investing
Melissa is a certified Responsible Investment Specialist. She can help you make investment choices that adhere to ESG and SRI principles. Learn how you can invest according to your values, and use your money to make a difference.
Income Tax Preparation
As a Certified Tax Services Specialist, Melissa can help you file your taxes, and also advise you properly on how to make tax-efficient investment choices.
Insurance
Do you have Life insurance? Accident or Sickness insurance? Together we can analyze your needs and get you the right coverage.
Financial Education
Wish you knew more about finance, investments and economics? Financial literacy is Melissa's passion. She does one-on-one tutoring or can do a seminar for your small group.
Budgeting Guidance and Debt Analysis
Melissa provides advice on structuring your cash flow and your debt burdens, and strategies for budgeting and helping you to achieve your financial goals.