Andrew Forcier

CFP®

• 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.