Gencher Financial Services
Financial Advice
Need guidance on how to "organize your life" financially? Melissa has experience counselling 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.
She has extensive experience with Registered Retirement Savings Plans (RRSP), Tax-Free Savings Accounts (TFSA), Registered Education Savings Plans (RESP), and all other types of investment accounts.
*Mutual funds, approved exempt market products and/or exchange traded funds are offered through
Investia Financial Services Inc.
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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
With a diploma 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.