We take the time to thoroughly understand
what it is you want to achieve.
Expert advice whenyou need it.
We are independent financial advisors and a family-run business in the Bay of Quinte region.
We provide financial advisory services and act as an
independent broker for financial products. We are able to deal with the majority of financial institutions on behalf of our clients. And we use investment, insurance and planning software to ensure recommendations are made on an objective basis.
Our Commitment to You
We take the time to thoroughly understand what it is you want to achieve. We strive to help you meet your goals while providing an engaging, superior level of client services.
Reach your goals – Maintain confidence – Balance financial security and growth.
Your First Step to Financial Well-Being.
Schedule a brief conversation with us. We will discuss your financial situation and provide a no-obligation recommendation on how we can work together to meet your financial goals.
613 . 771 . 1119
Why Choose a Certified Financial Planner?®
A Certified Financial Planner® (CFP)® certification provides assurance that the planner is committed to internationally-recognized professional standards of competence, ethics and practice as set out and enforced in Canada by the FP Canada. Only those individuals who have met rigorous education, examination, experience, and ethical requirements earn the right to call themselves CFPs®. Canadians seeking competent and ethical financial planning services should look for the CFP® mark.
For further information about the CFP® designation and/or FP Canada, please Click Here.
All mutual funds are sold through Monarch Wealth Corporation, a registered mutual fund dealer. Commissions, trailing commission, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus/fund facts before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. To obtain a prospectus or fund facts, or further information, please contact your Representative.
All non-mutual funds related business conducted by your Representative is not in the capacity of an employee or agent of Monarch Wealth Corporation and is not the responsibility of Monarch Wealth Corporation. Non-mutual fund related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation.