Educated, Accredited and Experienced; Monica is Qualified to Advise You
Monica is a Certified Financial Planner with more than 20 years of experience in helping families fulfill important financial objectives throughout the entire life cycle, from birth, growth and development and the successful start-up of careers, businesses and families, through to retirement and old age.
Monica is also a Chartered Life Underwriter and a Certified Health Insurance Specialist. As an independent advisor, Monica is well-qualified to provide you with access to a wide range of financial products and services that meet your needs.
As Monica’s client, you will be in good company. Her clients include individuals, families and businesses.
Financial Services Experience
- Monica has extensive and diverse experience and success in providing financial planning, insurance and mutual fund solutions to individual and group clients. Her sales and management experience started with Metropolitan Life in the mid 1990s. She has held progressively responsible positions with RBC Life Insurance and with companies that are now part of Sun Life Financial.
- She became an independent advisor in the early 2000s.
- Monica also has 10 years of experience in risk management with Transamerica Life of Canada and BMO Financial Group.
Accreditation
Monica’s professional designations include:
Certified Financial Planner, CFP
Chartered Life Underwriter, CLU
Certified Health Insurance Specialist, CHS
Education
Monica has completed several programs and courses in management and leadership, including the following:
Bachelor of Arts degree in Economics from McMaster University in Hamilton, Ontario
Marketing Management Certificate from Ryerson University in Toronto, Ontario