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rbanyan andrew forcier 293(4x4)

CFP®

Financial Advisor, Certified Financial Planner®

Andrew Forcier

  • Certified Financial Planner(CFP®)
  • Certified by the Government of Canada Pension Centre for the delivery of the Public Service Pension Plan Member Education Session (PSPP Certified)
  • A member of the RocheBanyan Inc. team since 2015
  • He has worked in the field of financial planning since 2010
  • Offers bilingual services

Andrew is a highly motivated CFP professional.  He offers holistic, quality client-centric advice to those within their working years (capital accumulation phase) through the transition into their retirement years (capital income phase).  The areas of advice include pension plan education, choosing the right investments, preserving government benefits (such as Old Age Security) and maximizing cash flow on a tax effective basis from various sources in retirement.  Andrew has a demonstrated ability to cultivate and maintain client relationships in a trusting environment where the best interests of the client are kept front and centre.  His mandate is to work closely with clients to make well-informed financial decisions in accordance with their overall goals and objectives.

Andrew is an active member of the roster of pension and financial planning expert speakers for The Retirement Planning Institute.

Our other team members

rbanyan allan walton 129(4x4)

Allan J. Walton

CFP®, CIM®

Financial Advisor, Certified Financial Planner®

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rbanyan robert theroux 023(4x4)

Robert Théroux

CFP®

Financial Advisor, Certified Financial Planner®

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martin rb mp 29(8x8)

Martin Parker

Senior Financial Advisor

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anny he

Anny He

CFA®

Financial Advisor

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rbanyan johson rudy 375(4x4)

Rudy Johnson

CFP®

Financial Advisor, Certified Financial Planner®

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rbanyan genevieve jamault 087(4x4)

Geneviève Jamault

CFP®

Financial Advisor, Certified Financial Planner®

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rbanyan eric hache 267(4x4)

Éric Haché

Financial Advisor

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rbanyan eric gibeault 058(4x4)

Éric Gibeault

CFP®

Financial Advisor, Certified Financial Planner®

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rbanyan david gervais 560(4x4)

David A. Gervais

RRA, CHS®

Financial Advisor

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rbanyan andrew forcier 293(4x4)

Andrew Forcier

CFP®

Financial Advisor, Certified Financial Planner®

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gilles carrière

Gilles Carrière

CFP®

Financial Advisor, Certified Financial Planner®

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rbanyan zachary carriere 412(4x4)

Zachary Carrière

RRA™

Financial Advisor

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rochebanyan sylvie malette

Sylvie Malette

CFP®, CIM, FMA, FCSI®, PMP®

Financial Advisor, Certified Financial Planner®

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professional photo

Dominique Lafleur

CFP®

Financial Advisor, Certified Financial Planner®

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