Monarch Financial

Monarch Financial Monarch Financial delivers planning-driven advice to professionals, business owners and their families who want to build and preserve generational wealth.

We provide the clarity you need to make confident investment decisions. *Laura Money,
*Mark Coutts,

We are Sun Life advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their

corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

07/30/2026

Clients sometimes hesitate to sell an investment because they've bought into the myth that capital gains are a bad thing. While no-one likes paying taxes, Monarch President Laura Money explains when a capital gain may be your best option.

03/26/2026

This year's economic outlook is brought to you by the letter "K". What is a "K-shaped economy"? Monarch partner Mark Coutts explains.

02/11/2026

How will you be spending Family Day weekend? Share your best ideas! As Mark Coutts explains, it's the perfect opportunity to flip the script on Old Man Winter.

02/02/2026

Have you ever wondered how fund managers decide in which companies they’ll invest? It involves a lot of research and analysis. Sometimes. It also means going straight to the source. In this case, a tool trade show. If you’re a handyman, you’ll recognize the name.

10/21/2025

Retirement planning isn't a sprint; it's a marathon. Do you have what it takes? Monarch partner Mark Coutts explains the three keys to success in this very personal, real-life example.

10/14/2025

After a little time off to enjoy the warm weather, the Monarch team is back with great new investment insights and financial wisdom to share. We'll start with one of our favourite money stories. It's from Chicago, where Monarch partner Mark Coutts picks up the tale.

“I’ll start saving next year.”“I’ll buy insurance when I have more time.”We’ve all said it… but waiting has a real cost....
09/09/2025

“I’ll start saving next year.”
“I’ll buy insurance when I have more time.”
We’ve all said it… but waiting has a real cost. ⏳
Swipe through to see why starting small today beats waiting for the “perfect time.”

Choosing between a TFSA, RRSP, or FHSA?Each account has benefits, but the right one depends on your goals, income, and t...
09/02/2025

Choosing between a TFSA, RRSP, or FHSA?

Each account has benefits, but the right one depends on your goals, income, and timeline.
Swipe through to compare the key features, avoid common mistakes, and learn how to decide what’s right for you.

👉 Which account are you prioritizing this year?

True wealth management looks at the full picture — connecting every part of your financial life, not just your investmen...
07/07/2025

True wealth management looks at the full picture — connecting every part of your financial life, not just your investments. With a comprehensive approach that covers everything from tax strategies to estate planning, we build plans as unique as your financial fingerprint. Connect with our team today by visiting monarchadvice.ca.

Three decades of trust speaks volumes. At Monarch Financial, we build relationships that stand the test of time, providi...
06/30/2025

Three decades of trust speaks volumes. At Monarch Financial, we build relationships that stand the test of time, providing the confidence and clarity that Clients deserve.

Address

1 York Street, 27th Floor
Toronto, ON
M5J0B6

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+14163668771

Website

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