Melissa Gencher; Gencher Financial Services

Melissa Gencher; Gencher Financial Services Melissa Gencher has been working in the investment industry for over 15 years. As well, Melissa is qualified to offer Life and Accident or Sickness Insurance.

Melissa Gencher provides comprehensive financial advice and investment planning for investors in all life stages, specializing in young professionals and families. 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 t

hem 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. She can analyze your need and ensure you have the proper coverage. She is also a certified Tax Services Specialist, and offers personal income tax preparation services to clients. Contact Melissa to set up an appointment to review your investments and determine a strategy for your financial future!

Check out this link for all the details about the Tax-Free First Home Savings Account (FHSA). Or you can just ask me abo...
02/23/2023

Check out this link for all the details about the Tax-Free First Home Savings Account (FHSA). Or you can just ask me about it!

Introducing the Tax-Free First Home Savings Account (FHSA) Buying a home can be a challenge for many first-time home buyers, but a new registered account – available April 2023 – is aiming to help Canadians save towards their first home.

It's that time of year again!
02/07/2023

It's that time of year again!

Have you heard of the Tax Free First Home Savings Account? (Hint: it's a combo RRSP & TFSA). Now that the Liberals have ...
09/21/2021

Have you heard of the Tax Free First Home Savings Account? (Hint: it's a combo RRSP & TFSA). Now that the Liberals have been reelected, let's see if this happens!

The Tax-Free First Home Savings Account is a tax-advantaged accounts for Canadians under the age of 40 to invest for a down payment on their first home.

FundEX is merging into our sister firm Investia, an iconic and highly respected investment industry brand.Learn more abo...
07/06/2021

FundEX is merging into our sister firm Investia, an iconic and highly respected investment industry brand.
Learn more about Investia by visiting investia.ca/investia-experience

Enter this contest to win $6,000!
06/08/2021

Enter this contest to win $6,000!

Max out your TFSA! Enter today and we’ll send you a FREE copy of Jump-start your wealth: The guide to maximizing your money. Get the scoop on all things money, like TFSAs, budgeting and much more!

"If You Love Them, Leave Them Lists"... wonderful new book by my colleague Catherine Rahal . It's a comprehensive guide ...
05/31/2021

"If You Love Them, Leave Them Lists"... wonderful new book by my colleague Catherine Rahal . It's a comprehensive guide to organizing your affairs, and a how-to for making things easier on your loved ones, caregivers and executors in the future. A difficult topic, but one worth thinking about.
Contact me if you'd like a copy, or visit https://www.catherinerahal.com/ .

Not all Responsible Investments are created equal! Learn the difference so you can quantify how your money helps the wor...
04/07/2021

Not all Responsible Investments are created equal! Learn the difference so you can quantify how your money helps the world.

2020 has been a year marked by uncertainty, but also by conviction – and as a result, many investors are looking to align their portfolios with their principles. Values-based investing is not an overnight sensation. According to US SIF: The Forum for Sustainable and Responsible Investment, sociall...

Thinking of trading your own stocks? Take the time to be informed! Stay realistic... there is no such thing as "get rich...
02/12/2021

Thinking of trading your own stocks? Take the time to be informed! Stay realistic... there is no such thing as "get rich quick".

You want to invest on your own? Here’s what the AMF recommends you consider before starting out

Are you making this mistake? Don't just hold cash in your TFSA!!
02/10/2021

Are you making this mistake? Don't just hold cash in your TFSA!!

If you’re only using your Tax-Free Savings Account (TFSA) to hold cash, you could be missing out on big tax savings that come from holding investments that grow in value over time.

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Montreal, QC

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