Monika discovered her passion for managing money at a very young age, and this early fascination has grown into a lifelong commitment to the financial services industry. True to her name, which means 'advisor,' Monika leads with her purpose – offering insightful and personalized advice tailored to each client's unique needs and goals. She’s driven to guide individuals, families, and businesses toward a secure and prosperous financial future.
As an Investment Advisor & Financial Planner with RBC Dominion Securities, Monika provides access to a comprehensive range of services to help her clients build and protect their wealth. She draws on her knowledge and nearly 20 years of industry experience to develop holistic wealth management solutions, giving clients peace of mind and helping them achieve their financial and life goals. Monika empowers her clients to make informed financial decisions, ensuring they navigate the complexities of investments, taxation, risk management, legacy protection, and financial planning confidently and successfully.
Monika has a Bachelor of Commerce Degree, graduating with high honours, is a Certified Financial Planner (CFP®), a Chartered Investment Manager (CIM®), and has licenses in Securities, Options & Derivatives, and Life Insurance.
Beyond her professional accomplishments, Monika's warm and approachable demeanor fosters trust and open communication, making her a valued partner in her clients' journey toward financial well-being.
Monika enjoys starting her day with a morning workout, the outdoors, golfing, relaxing with a book, show, or puzzle, and spending quality time with her husband, Benjamin, and son (little dog), Oliver.