Individual Financial Services

As an individual, we understand that your financial needs are unique and change over time, that’s why we offer different models of service ranging from full planning to singular products. We are passionate about finding the right financial products and service to help you achieve your goals.


We will work with you to establish a custom financial plan that balances cash flow, short term savings, and planning for your future.

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Get guidance on the right types of investments to maximize your savings and reach your goals.*

*Mutuals funds offered though Monarch Wealth Corporation. GICs offered through Monarch Wealth Deposit Group Inc. Banking, Segregated Funds, and Annuities offered through Tipper Financial Services Ltd.

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Having the right insurance protection can make a significant difference in your life and the lives of those close to you.*

*Life, Critical Illness, Disability, Long Term Care, Health/Dental, and Travel Insurance offered through Tipper Financial Services Ltd.

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