Overview
Monica’s approach starts with learning about what's important to you in order to create your wealth plan. Monica identifies key strategies towards achieving your goals and meeting your needs. The key considerations are time, cash flow, tax planning, will and estate planning, risk management and structure.
Plans change and so does life, that is why Monica monitors, revisits your plan, and updates it on an ongoing basis. Monica has long lasting relationships with her clients as ongoing communication, education, and high-level client service is her priority.
We offer a vast array of investment options that are tailored to your own personalized needs for today and into the future. We work closely with our extended partners at RBC as well as accountants and lawyers to help you and your family achieve your goals.
