LIVE A RICH LIFE
For over 40 years, Monarch Wealth has fostered exceptional investor-advisor relationships. Count on us to be your trusted wealth management partner, offering top-notch service and unbiased advice.
Monarch: Empowering Your Financial Career
Being part of Monarch means thriving in a dynamic and collaborative environment, where you’ll be empowered with innovative technology and comprehensive support. We focus on advisor relationships, compliance, and seamless operations, offering the tools and resources you need for success. Take the next step in your career and build a fulfilling partnership with us, where your growth and potential are limitless.
Investments
Discover our carefully curated mutual funds, managed by independent portfolio managers chosen for their proven process-driven approach to portfolio construction and due diligence.
Insurance
Protect your clients’ financial future with our tailored life and living benefits products, offering comprehensive coverage for their unique needs.
GICs
Access the best GIC rates in Canada effortlessly. Save time and hassle while delivering the highest GIC rates available for your clients.
Elevate your financial career with us, as we guide you towards your desired destination. Whether you’re a budding advisor, seeking book growth, or considering a succession plan, Monarch warmly welcomes you.
As a premier independent wealth management firm in Canada, we place your clients at the forefront and offer an array of cutting-edge digital platforms, online tools, and practice management resources, empowering you to deliver an unparalleled level of service.
What Advisors Are Saying:
What made you choose Monarch as your mutual funds dealer?
“Monarch is supportive of my entrepreneurial initiatives in growing my business. The other major reason was the flat rate platform for advisors. To have a fixed cost paid to the dealership was an attractive option.”
– A. M.
Why Monarch?
Flexible Compensation
Flexible flat-cost and grid compensation options are available to suit your business model.
All Inclusive Solutions
Our all-inclusive solutions provide comprehensive and tailored solutions to answer your clients’ financial needs.
Private Portfolio
We select independent portfolio managers based on their proven process-driven approach to portfolio construction and manager due diligence.
Practice Management Support
Our practice management services provide exceptional support whether you are cultivating, nurturing or transitioning your business.
Client Name and Nominee Accounts
Our unbiased approach allows you to offer impartial advice and grant clients unrestricted access to top-tier assets and portfolio managers.
With Monarch, you can trust that we have your family’s well-being, career aspirations, business endeavors, 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.
Your Family
At Monarch, we understand the importance of safeguarding your family’s well-being in all situations. We design personalized plans that prioritize their protection, ensuring their security is never compromised.
Your Career
Thriving in your profession is a top priority, and we’re here to help you reach your financial objectives. With Monarch, you’ll receive expert assistance in managing your finances, enabling you to focus on advancing your career with confidence.
Your Business
No matter what stage your business is in, Monarch is dedicated to providing tailored solutions. We understand the unique challenges you face as an entrepreneur, and we’re committed to supporting your business growth with strategic financial guidance.
Your Retirement
At Monarch, our ultimate goal is to create investments that will cater to each and every clients personal needs. We’ll work closely with you to ensure your investement goals are met, providing the peace of mind you deserve.
How would you describe your overall experience working with Monarch? Including the support provided by Head Office.
“After 2 years with Monarch, I have had a great experience overall. The onboarding process was very smooth and the staff was very helpful throughout the transition.”
– C. M.
What Advisors Are Saying:
What Advisors Are Saying:
How would you describe your overall experience working with Monarch? Including the support provided by Head Office.
“After 2 years with Monarch, I have had a great experience overall. The onboarding process was very smooth and the staff was very helpful throughout the transition.”
– C. M.
Monarch: Empowering Your Financial Career
Cultivating
You are:
✔︎ All about nurturing wealth and steering clients towards financial freedom with unwavering dedication.
✔︎ On a mission to provide unbiased financial guidance.
✔︎ A go-getter, fueled by entrepreneurial fire and powered by endless ambition.
Why Monarch:
✔︎ Picture this – our independent setup gives you the creative freedom to tailor products and services to your clients’ unique needs.
✔︎ You get to craft your practice your way with a competitive payout model – your success, your canvas.
✔︎ If you’re eyeing a bigger game, we’ve got your back with financial support for business expansion.
✔︎ Let your potential run wild, guided by seasoned professionals of the investment industry who’ve got your back with unwavering support and priceless coaching.
✔︎ Our in-depth training and development programs are designed to give you an extra boost on your journey, making it easier for you to reach your goals.
Nurturing
You:
✔︎ Are on the lookout for an established firm that can elevate your practice to new heights.
✔︎ Need tools that streamline book management and efficiency.
✔︎ Crave the freedom to run your business suitable to your style.
Why Monarch:
✔︎ Evolve to a fee based platform and stabilize your income.
✔︎ Precisely crafted financial support if expanding your book of business is on your radar.
✔︎ A practice management team dedicated to amplifying efficiency within your practice.
✔︎ Dive into our digital toolkit, designed to simplify business interactions with both us and your clients.
Transitioning
You are:
✔︎ An Advisor in the process of scaling back your practice.
✔︎ An advisor committed to a smooth transition and effective succession planning of your practice.
✔︎ Ready to navigate the complexities of succession planning.
✔︎ Seeking a home that supports the process of your succession.
Then Monarch:
✔︎ Employs a dedicated practice management team to sustainably scale your business down.
✔︎ Ensures a seamless transition for your clients with our robust succession planning program.
✔︎ Can connect you with the ideal advisor to take over your book.
✔︎ Will stand by with financial support for your successor.
Monarch Seamless Transition
Confidential Meeting
Have a confidential meeting to discuss your seamless transition at Monarch.
Book Assessment
Experience a thorough assessment of your book, setting the foundation for a smooth shift.
Streamlined Transition
Transition with ease as Monarch’s streamlined processes guide you through the change.
Continuous Growth with Monarch
Unlock a journey of continuous growth and prosperity with Monarch.
What Advisors Are Saying:
What is the most important thing Advisors should know about working with us?
“Costs are fair, back-office support to place trades is valuable, on-line navigation through systems is simple, integrated financial planning tools are valuable”