Whether you are about to start a family, retire or run a business, we will help you develop a financial security strategy tailored to your needs.
Through a comprehensive planning process, we will work alongside you to help you create a personalized strategy.
Finally, we will follow you at every stage of your life to help you achieve your goals, whether they are short, medium or long term.
We want your financial goals to come true.
The world of finance is complex. But what could be more satisfying than being able to buy your first house or send your kids to college. We can help you stay on the path to financial health at all stages of your life.
Our day-to-day: sitting down with our clients and helping them achieve their financial goals.
Simple little actions can make a big difference for tomorrow.
We love to help our clients develop simple yet effective habits and have been doing so for over 10 years.
Planning your future
Financial security is built day by day, based on a strategy that will withstand bad weather and the test of time.
As your financial security advisors, we have the knowledge and professional experience to guide you in implementing a financial security strategy tailored to your needs and your situation.
Protection of the family
Individual life insurance, individual disability insurance, critical illness insurance, critical illness insurance for children.
Studies
Did you know that you can get a grant from the government when you deposit money into your children’s Registered Education Savings Plan (RESP)?
Retirement
Segregated funds policy, RRSP / TFSA.
Annuities, RRIFs, LIFs
Better to start early in life to prepare for retirement.
Major purchase
Whether it’s buying a first home or another property, we can help you from start to finish: Home Buyers’ Plan (HBP), Mortgage Loan Insurance.
Investments
It is important to clearly establish the objectives of your investments. Is it to buy a house, that coveted trip, the children’s studies, back to school, retirement?
Estate protection
Preserving your estate is as important as making it grow.
We can help you protect over your life time or when time comes to transfer it to your heirs.
Safeguard of your business
You have put time, money and sacrifices into the development of your business. We have the tools to help secure its future.
Group insurance, group retirement plans, key personnel insurance, business continuity, buyout agreement financing, VRSP.
Taxation
A fiscally efficient strategy can leave more in your pockets and those of your heirs while fulfilling the principle that everyone should pay their fair share of taxes.
“Yesterday tells a story. Tomorrow is still a mystery, today is a gift, which is why it is called present.”
Master Shifu, Kung Fu Panda
The monarch is a frail butterfly that travels nearly 8,000 kilometers a year.
At Monarque Conseil, we build robust solutions for the duration of your life while being aware of the fragility of human health.
About us
Monarque Conseil was created in 2012 by two former colleagues from Financière Liberté 55 who shared the same professional and personal values: Céline Paret and Alain Roch. They wanted to join forces to give the best possible service to their clients.
Thanks to their planning, Alain was able to retire and enjoy life as he wanted.
Celine is now using this experience to help her clients enjoy every day while preparing of the unexpected.
Our vision: Happiness, is the freedom to be able to choose your path with pride. Welcome to Monarque Conseil inc.
Our values: We simplify the world of finance for you. We carefully listen to you in order to guide your financial choices.
Our team
Céline Paret , President
Financial security advisor to Monarque Conseil Inc. She is also a mutual funds representative with Quadrus Investment Services Ltd.
“I am professional, honest and rigorous. By becoming your financial coach, I am committed to meeting your expectations and helping you achieve your goals and dreams.”
Nathalie Bolduc
Executive assistant, financial security advisor, mutual funds representative.
Has over twenty-five years of experience in financial services.
Provides efficient, professional and high quality customer service.
“I am the resource person for all requests or questions.”
“I plan and prepare client meetings. I assist Madame Paret.”
“I support various projects to improve the efficiency and added value of Monarque Conseil Inc.”
Andréane Levac
Financial security advisor.
10 years in the field of finance.
“My goal is to support you in achieving your goals and to optimize your financial situation. Using my expertise, I help you structure your projects whether in terms of protecting your assets, your investments, your children’s studies, the purchase and protection of a property, etc. All with honesty and without judgment. ”
“My studies in the fields of administration and financial planning, as well as my empathy, led me to discover a passion for consulting. My greatest reward is seeing the evolution and fulfilement of my clients” dreams.
Danielle Guay
Financial security advisor. Group Insurance and Annuity Advisor. Harmonie Planning and Management inc.
Investment representative. Quadrus Investment Services Ltd.
Financial planner since 1997, I have more than 30 years of experience in the fields of financial services, mutual fund representative with Quadrus Investissements Ltd and group insurance and group annuity.
My priority is to help you better understand the building blocks of your financial security. Hence, you will be able to better protect your family and plan wisely for your retirement and your estate. I offer you a custommized plan to help you meet your needs and build a harmonious future.
Claire Montibelli
Céline is a very professional person, available and considerate.
She succeeds in creating a trusting environment in order to bring positive input to all projects.
I recommend Céline for the quality of her services, her knowledge of the financial sector, her seriousness and her kindness.
Arno Cyr
Very good service, great availability, and very efficient. They offered me very good financial advice for a medium and long term strategy relevant to my needs.
I recommend to everyone!
New Monarque Conseil partnership - A gift from heaven
New YouTube channel for Monarque Conseil - Cabinet de Services Financiers
We will provide you with advice each month on different topics
Follow us on our You Tube channel ? Chaine You Tube Monarque conseil
Headlines
Monarque Conseil Inc.
205-465 NOTRE-DAME STREET
REPENTIGNY, QC, J6A 2T3
Phone: (450) 970-3026
Fax: (450) 970-3027
E-mail: info@monarqueconseil.com