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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies.

Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.

Why Monarch Financial?

We all have financial blind spots along the road of life. Our knowledgeable team of professionals provides planning-driven, solutions-oriented advice to help you gain clarity and confidence about every investment decision.

Monarch butterflies travel more than 4,000 kilometers each year. It’s the journey of a lifetime. So is yours. We’re with you every step of the way with insightful and transformative financial advice.

Our services:

  • Financial and retirement planning
  • Tax minimization strategies
  • Investment portfolio research and recommendations
  • Family wealth and estate planning
  • Insurance needs analysis
  • Living benefits (workplace and personal)
  • Access to our professional tax and legal advisory network
 

What Clients say about us

Have questions?

We have answers. Take 5 minutes to complete our intake questionnaire and we’ll connect you with the appropriate Monarch team member based on your current financial situation and needs.

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Helping Clients make confident financial decisions