If you don’t know the answer to this question, a financial plan will tell you. It will also be your guide to financial health. Your Monarch advisor will help you understand your current financial situation and goals for you and your family. Then we prepare a financial plan that fits you personally, including a set of recommendations about the right investments to suit your plan.
Your financial plan will include:
Registered Investments, Tax Deferred Investments:Non-Registered, Open Account Investments:
Insurance planning helps ensure continuity of income for you, your family and even your business, no matter what happens.
Your Monarch Advisor’s goal is to ensure that you never pay too much tax and you keep more of what you earn.
Many Canadians spend a lifetime working to accumulate assets without making any effort to protect their investments.
We track the best GIC rate available in 1 to 5 year terms across multiple institutions.
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3.50% |
Stay up to date on the best GIC rates and most recent market news.
Free financial calculators to help you manage your investments.
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