Our History
Monic Financial Group was founded to take a bold step forward in the traditionally rigid space of wealth management with one simple goal in mind: to help Canadians better manage their finances.
And since our inception in 2015, we have been reliably delivering the best in-class financial services to our clients.
And since our inception in 2015, we have been reliably delivering the best in-class financial services to our clients.
PLANNING YOUR FUTURE TODAY
At Monic Financial Group, we are passionate about our convictions.
And since our founding, we have remained committed in our pursuit of the vision that financial prosperity should be affordable to people of all backgrounds - beginning with the simple goal of helping our clients achieve their financial goals.
We recognize that managing your finances can be a complex and arduous process, whether you're planning to purchase your first home or getting ready for retirement, our team of experienced financial advisors will work with you to create a long term plan that is suitable and sustainable for your vision.
Through the strength of our unique partnerships with private equity companies and funds as well as other investment vehicles often not traditionally available to retail investors, we deliver a comprehensive plan that encompasses all areas of your finances.
Our clients come from diverse backgrounds.
Our team makes their vision a reality.
And since our founding, we have remained committed in our pursuit of the vision that financial prosperity should be affordable to people of all backgrounds - beginning with the simple goal of helping our clients achieve their financial goals.
We recognize that managing your finances can be a complex and arduous process, whether you're planning to purchase your first home or getting ready for retirement, our team of experienced financial advisors will work with you to create a long term plan that is suitable and sustainable for your vision.
Through the strength of our unique partnerships with private equity companies and funds as well as other investment vehicles often not traditionally available to retail investors, we deliver a comprehensive plan that encompasses all areas of your finances.
Our clients come from diverse backgrounds.
Our team makes their vision a reality.
Be at the forefront of innovation
Our team is dedicated to delivering the best in financial planning and our innovative comprehensive approach reflects our convictions.
Disclaimer
¹ All private securities offered by Monic Financial Group are provided through our sponsoring firm Rethink and Diversify Securities Inc., a registered Exempt Market Dealer in the provinces of British Columbia, Alberta, Manitoba, Prince Edward Island, Saskatchewan and Ontario. The contents contained within this website is not intended to assist you in making any investment decision regarding the purchase of securities and is intended for informational purposes only.
² Our strategic partnerships with our portfolio managers are offered through our sponsoring firm Rethink & Diversify. Compliance regulations apply for our portfolio managers and any information obtained regarding our partners, while obtained from sources which are believed to be reliable, is not guaranteed as to its accuracy or completeness and confers no right to potential investors. The information contained on this site does not constitute an offer to sell or a solicitation to buy securities. The contents within this website are for informational purposes only and does not constitute advice or is intended to assist you in making investment decisions regarding the purchase of securities – Monic Financial Group Ltd. assumes no responsibility for any misrepresentations that may be contained within the communications provided by our strategic partners.
² Our strategic partnerships with our portfolio managers are offered through our sponsoring firm Rethink & Diversify. Compliance regulations apply for our portfolio managers and any information obtained regarding our partners, while obtained from sources which are believed to be reliable, is not guaranteed as to its accuracy or completeness and confers no right to potential investors. The information contained on this site does not constitute an offer to sell or a solicitation to buy securities. The contents within this website are for informational purposes only and does not constitute advice or is intended to assist you in making investment decisions regarding the purchase of securities – Monic Financial Group Ltd. assumes no responsibility for any misrepresentations that may be contained within the communications provided by our strategic partners.
If you have the idea we will find the right way
We're here to support and advise you throughout your entire financial journey. We will be with you every step of the way on the path to achieve your goals.
