Monica Reise founded the Reise Group in 1997.
After having worked 10 years as vice-president of a life insurance company (Guardian Insurance) and of a technology company (Teleglobe Insurance Systems / CGI Inc.), Monica moved from the management team of the head-office of large corporations to managing family wealth with a small team at Scotia Wealth Management for a period of 20 years. She grew her expertise in crafting investment policy statements, conceiving asset allocation strategies and deepening her knowledge of fundamental and technical research applied to the portfolio management of equities, fixed income and alternative investments. More recently in 2018, Monica and her team have proudly joined the ranks of RBC Dominion Securities to offer a full range of services.
Monica has a Bachelor’s degree in Economics and an MBA, both from McGill University in Montreal, QC, Canada. She holds numerous designations from the investment industry such as: the CCVM, the personal life insurance license, the discretionary management license (CIM), etc. She is married and has two children.
Alexandre, her son, joined the portfolio management team in 2013. Since then, the vision for the team has extended into the future to embrace the next generations and the movement of assets between generations. Preservation of capital and reasonable asset growth over time are more important than ever. Monica is building bridges within entire families to assist in the transition of wealth to the next generation. All the modern tools of management are made available to the clients: financial planning, estate planning, life insurance coverage, private banking services, mortgages, commercial loans as well as access to complementary specialists such as: notaries, lawyers and accountants.
Monica overseas all aspects of portfolio management and works with a wide range of clients : founders and company managers, retirees, heirs, foundations and non-profit organizations. She spends her time giving the overall direction to the team, directing the research and takes all the major investment decisions for the group.
Monica believes that integrity, transparency and discretion accompanied by a solid communications plan are the fundamental values to transmit to the team to promote client relationships for life.
