Whether you’re starting a family, retiring or running a business, we’ll help you develop a financial security strategy tailored to your needs.
Through a comprehensive planning process, we’ll work with you to create a personalized strategy.
Finally, we’ll follow you every step of the way to help you achieve your goals, whether they’re 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 buying your first home or sending your kids off to college? We can help you stay on the path to financial health at every stage of your life.
Our daily business is to sit down with our customers and help them achieve their financial goals.
Small gestures can make a big difference tomorrow.
For over 10 years, we’ve been helping our customers develop simple but effective habits.
Planning your future
Financial security is built day by day, from a strategy that will stand 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 situation.
Family protection
Individual life insurance, individual disability insurance, critical illness insurance, critical illness insurance for children.
Studies
Did you know that you can get a government grant when you deposit money in your children’s Registered Education Savings Plan (RESP)?
Retirement
Segregated fund policy, RRSP/LIRA.
Annuities, RRIFs, LIFs
Start early to prepare for retirement.
Important purchase
Whether you’re buying your first home or another property, we can help you from start to finish: Home Buyers’ Plan (HBP), mortgage loan insurance.
Investments
It’s important to establish our investment objectives. Is it to buy a house, that coveted trip, the children’s education, a return to school, retirement?
Protection du patrimoine
Protecting your assets is just as important as growing them.
We can help you protect it during your lifetime or when passing it on to your heirs.
Protection de votre entreprise
You’ve invested time, money and sacrifice in developing your business. We have the tools to help ensure its continuity.
Group insurance, group pension plans, key personnel insurance, business continuity, buy-sell financing, RVER.
Fiscalité
A tax-efficient strategy can leave more in your pockets and those of your heirs, while respecting 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 we call it present.”
Master Shifu, Kung Fu Panda
The monarch butterfly travels nearly 8,000 km per year. At Monarque conseil, we build robust solutions for your entire life, while being aware of the fragility of human health.
Who are we ?
Monarque Conseil was born in 2012 through the association of two colleagues from Financière Liberté 55 who share the same professional and personal values: Céline Paret and Alain Roch. They wanted to join forces to give the best service to their customers.
Thanks to their planning, Alain was able to retire and enjoy life as he wished.
Céline now uses this experience to help her customers make the most of every day, while thinking of the unexpected.
Our vision: Happiness: the freedom to choose your path with pride. Welcome to Monarque Conseil inc.
Our values: We demystify the world of finance for you, and listen to your needs to help you make the right financial choices.
Our team
Céline Paret , President
Financial security advisor
Investment Representative
“I am a professional, with integrity and rigor. By becoming your financial coach, I am committed to meeting your expectations and helping you achieve your goals and dreams.”
Celine.paret@monarqueconseil.c
Andréane Levac
Financial security advisor
Investment Representative
10 years in finance.
“My goal is to help you achieve your goals and optimize your financial situation. With my expertise, I help you structure your projects, whether they involve protecting your assets, your investments, your children’s education, the purchase and protection of a property, and so on. All with honesty and without judgment.”
“My studies in administration and financial planning, along with my empathy, led me to discover a passion for consulting. My greatest reward is seeing the evolution and realization of my clients’ dreams.”
Audrey Thorn-Grégoire
Financial planner
Financial security advisor
Investment Representative
“Working in finance since 2011, I help people increase their own financial situation by popularizing and applying personal finance concepts. I hold a Bachelor of Commerce degree with a major in finance and a minor in economics. In addition, I recently completed a certificate in financial planning in order to specialize and better advise you in achieving your financial goals.
As financial planning is a continuous and evolving process, I approach each case in a unique and personalized way. This process results in appropriate recommendations for every need and situation.
Personal and integrated financial planning (PIFP) covers all the following areas: legal aspects, insurance and risk management, finance, taxation, investments, retirement and estate planning. I would be delighted to advise you and help you make sense of one or more of these areas.
Gérald Perreault
Financial security advisor
After more than 30 years’ training and solid experience in the accounting sector
“My mission: to add value to my customers’ lives”.
With my professionalism, integrity and dynamism, the work I do is a turnkey service. From life insurance products to mortgage renewals, to preparing the right retirement plan for my clients, these are just a few examples of the services I provide. Of course, the tax impact of the various products often comes to my attention.
Dany Michaud
Financial Advisor
I’m a passionate professional in the financial field, with three years’ experience as a financial security advisor. My career in the field has been marked by an unwavering commitment to professionalism and quality customer service.
I’ve had the privilege of helping many clients achieve their short- and long-term financial goals. My approach is to fully understand each client’s individual needs and develop personalized strategies that maximize their financial potential. My commitment to customer service translates into strong, lasting relationships based on trust and integrity.
Alongside my career as a financial advisor, I have also explored entrepreneurship. Creating and developing my own entrepreneurial project gave me an in-depth understanding of business management and the unique challenges faced by entrepreneurs.
Thanks to my experience and in-depth understanding of the financial sector, I’ve been able to develop innovative solutions to meet the changing needs of my customers.
I remain passionate about continuous learning and constantly strive to improve my skills to better serve my clients and advance their financial goals. If you’re looking for a professional and dedicated partner to guide you to financial success, please don’t hesitate to contact me.
Sophie Vallée
Financial security advisor
My customers say I’m available, professional, empathetic and a good communicator. I love passing on my knowledge!
For over 20 years, I’ve had the privilege of accompanying hundreds of families, focusing on understanding their unique needs and developing personalized strategies to ensure their financial security.
My greatest satisfaction comes from the testimonials I receive from my clients, who tell me how happy they are with the ongoing support I’ve given them, and how much lighter their hearts feel thanks to my advice.
I look forward to meeting you!
Evan Juteau Lapierre,
Financial Advisor
I’m a passionate explorer, always ready to discover and share.
Every project, every challenge is an opportunity to learn and to invest myself fully.
My approach is simple and intuitive, I try to make things accessible, even in a world that can sometimes seem rigid and complex.
With me, you can expect enriching, light-hearted exchanges, where laughter always has its place.
My aim is to create a positive experience for others, combining seriousness and good humor to move forward together in the right direction.
I look forward to working with you!
Antoine Poirier
Financial security advisor
As your advisor, I’m committed to understanding your financial goals and providing you with personalized solutions. Each client is unique, and it is with this conviction that I work hand in hand with you to build a solid, tailor-made financial plan. My energy, dynamism and love of human relations drive me to invest myself fully in every project. In addition to my technical expertise, I provide attentive listening and reassuring support. As a sports enthusiast, I know that achieving a goal requires discipline and perseverance. These are values that I also apply in the way I guide you towards optimal financial management. Whether you’re looking to secure your financial future, grow your investments or protect yourself against the unexpected, I’m here to advise, guide and help you make the best decisions. Together, we’ll create a solid, worry-free future tailored to your aspirations.
Gabriel
Financial Security Advisor
As a professional in the financial sector, I am fully committed to transparency, rigor and a clear, sustainable vision of the future. In my work, every interaction is an opportunity to guide my clients in overcoming their financial challenges and achieving their goals. My approach is based on listening and commitment, so that together we can build a serene and fulfilling financial future. My mission is to provide clear, personalized advice, so that each client can move forward with confidence towards the success of their projects.
Don’t hesitate to contact me!
Claire L.
Céline is very professional, available and a good listener.
She succeeds in creating a climate of trust that brings positive results to every project.
I recommend Céline for the quality of her services, her knowledge of the financial sector, her seriousness and her kindness.
Nathalie D.
I really like your approach and the importance you show to your clients, no matter what the value of a portfolio.
Your availability and the personalization of each customer’s profile give me confidence. Thank you for your professionalism.
Arno C.
Very good service, great availability, and very efficient. They offered me excellent financial advice for a medium- to long-term strategy tailored to my needs.
I recommend it to everyone!
New YouTube channel for Monarque Conseil – Cabinet de Services Financiers.
We’ll be bringing you tips on different themes every month.
Feel free to follow us here? Monarque conseil YouTube channel
IN THE NEWS
Monarque Conseil Inc.
216-577 rue Notre Dame
Repentigny, Québec, Canada
J6A 2T6
Phone: (450) 970-3026
Fax: (450) 970-3027
E-mail: info@monarqueconseil.com