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.
Clients
Offices Across Canada
Team Members
WHAT WE DO
Our Approach
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 jurisdictions.
WORKING FOR YOU
Client Services
With Monarch, you can trust that we have your family’s well-being, career aspirations, business endeavours, 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 aspirations.
WE WORK FOR YOU. PERIOD.
Why work with a Monarch Advisor?
Integrated & Automated Systems
We are technology-led and make processes simple. Focus on advice, not administration.
Flexible Fee Model
Lower fees and transparent pricing with discounted fees as your account size increases.
All-inclusive Solutions
Our all-inclusive solutions provide comprehensive and tailored solutions to answer your financial needs.
Private Portfolio
We select independent portfolio managers based on their proven process-driven approach to portfolio construction and manager due diligence.
Retirement Planning
Whether you’re accumulating or decumulating, a Monarch Advisor can help guide your retirement.
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 endeavours, 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.