WE WORK FOR YOU. PERIOD.

LIVE A RICH LIFE

Let Monarch Wealth Corporation be your
wealth management partner. We’ll provide
outstanding service and sound, conflict-free wealth
management advice for every stage of your life.

ABOUT US

Unbiased and Dedicated to Our Clients

With over four decades of supporting extraordinary relationships between investors and advisors, Monarch Wealth is steadfast in its commitment to facilitating that partnership between advisors and investors.
With over four decades of supporting extraordinary relationships between investors and advisors, Monarch Wealth is steadfast in its commitment to facilitating that partnership between advisors and investors.

Clients

Offices Across Canada

Team Members

WHAT WE DO

Our Approach

w

Unbiased Advice

Unlike dealers that focus on the sale of their own products, we focus on communication, information and truly objective, unbiased advice.

Innovation

Our advanced “robo” capability has been designed to support advisors in a hybrid model so they can spend more time working with you.

Today’s Best Rate

Monarch Wealth tracks the best GIC rates available in 1 to 5 year terms across multiple institutions.

WORKING FOR YOU

Client Services

With Monarch, you can trust that we have your families well-being, career aspirations, business endavours, and retirement drams at the forefront of our approach. Our personalized solutions and deep understanding of your unique circumstances ensure that your financial goals align perfectly with your lifes aspirations.

we work for you. period.

Why Work With a Monarch Advisor?

R

Integrated & Automated Systems

We are technology-led and make processes simple. Focus on Advice, not administration.

R

Flexible Fee Model

Lower fees and transparent pricing with discounted fees as your account size increases.

R

All Inclusive Solutions

Our all-inclusive solutions provide comprehensive and tailored solutions to answer your financial needs.

R

Private Portfolio

We select independent portfolio managers based on their proven process-driven approach to portfolio construction and manager due diligence.

R

Retirement Planning

Whether your accumulating or decumulating, a Monarch Advisor can help guide your retirement.

R

Cash Flow Management

Our Advisors will analyze your cash inflow and outflow to craft an optimized savings strategy.

ADVICE, NOT ADMINISTRATION

Advisors

With Monarch, you can trust that we have your well-being, career aspirations, business endeavors, and retirement dreams at the forefront of our approach. Our personalized solutions and deep understanding of your unique circumstances ensure that your financial goals align perfectly with your life’s aspirations.

Not sure how much money you’ll need to live on in 25 years? We can figure that out.

Skip to content