By focusing on strategy, our goal is to help you keep more of what you earn and optimize the wealth that you have accumulated.
Comprehensive Financial Planning:
Whether it is saving for the future, enhancing your lifestyle or managing your debt, we can help you to prioritize competing objectives and get you to a place of financial stability and confidence in the decisions that you make.
Preparing for retirement can be exciting as well as unnerving – as you prepare for a time when your income will stop but your expenses will not. Work with Monique to create a retirement plan to help you create a sustainable retirement lifestyle.
Most Canadians find investing to be intimidating. With Monique’s guidance, you can feel more confident in working with your financial advisor and know that you are making decisions that will get you closer to your goals.
“Thanks again Monique for all of the in-depth analysis that you did for us regarding our retirement readiness & options. That has really provided us with an excellent idea and foundation of what we need to do and where we need to be financially to obtain our retirement goals!”
C.P. and A.K, Markham.
"All your suggestions are doable, and incredibly helpful. I really appreciate it, I feel like I have more control over my finances and clearer game plan on how to move forward with my goals."
L.D. Ancaster, Ontario.
“Monique, you have been amazing for me. Exactly the information I needed to be comfortable.”
G. B., Toronto
"Finally! A Certified Financial Planner who demystifies the whole process. She can explain complicated concepts in a very straightforward and simple, yet accurate, manner. And, when necessary, she can go toe-to-toe with any CA! Because she works on a fee-for-service basis (i.e. she's not remunerated for selling financial products), I knew she had my best interests at heart. And to top it off, Monique is delightful to work with. She makes financial planning ... almost fun! I now sleep better at night knowing that my finances are in order."
A neutral voice in a tumultuous time.
Digging your heels in to maintain assets that will be difficult to afford costs time, valuable emotional energy and thousands in legal fees. Invite Monique and her specialized training into your divorce negotiations so that you can better understand the standard of living that you can support after divorce.
Having Monique review a negotiated settlement may help you to feel more confident about the financial future that is laid out in the agreement. Monique can help you to project the income upon which you will rely and help you to make better decisions for your financial stability post-divorce.
“All your suggestions are doable, and incredibly helpful. I really appreciate it, I feel like I have more control over my finances and clearer game plan on how to move forward with my goals.”
L.D. Ancaster, Ontario.