FRYOUR LIFE. YOUR PRIORITIES. YOUR FUTURE.
A clearer path.
A future that’s yours.
With Monarque, you spark!
Buying a home. Protecting your family. Planning for retirement. Behind every financial decision is a life taking shape. Let’s talk about yours.
A COMPLETE PICTURE OF YOUR NEEDS
What matters to you.
Where we begin.
We take the time to understand your priorities, explain your options and help you make informed decisions.
OUR SERVICE COMMITMENT
A team by your side.
Through every chapter.
Our mission is to make finances easier to understand so you can make informed decisions throughout your life. We connect your financial priorities with what matters to you personally.
Your everyday finances
Take stock of your situation, savings habits and priorities to create a strategy that reflects your goals.
Your protection
Review life, disability and critical illness insurance needs for you, your family or your business.
Your savings and investments
Explore RRSPs, TFSAs, FHSAs and RESPs, as well as investment options suited to your goals and risk tolerance.
Your retirement and legacy
Prepare retirement income and the transfer of your wealth, with attention to your wishes and family situation.
A clear process.
A continuing conversation.
Discuss
Get to know your situation, priorities and goals.
Analyze
Review your needs and existing arrangements.
Recommend
Explain the available options and proposed strategy.
Act
Put the agreed solutions in place with you.
Review
Revisit the strategy as your life and needs evolve.
Life changes.
We stay by your side.
A new child, buying a home, marriage or separation, a career change, illness, the loss of a loved one, retirement or business succession: each milestone can change your priorities. Our team helps you review your financial strategy and, when needed, connect with complementary professionals.
Meet our partners ↗Legal, tax and specialized matters are addressed with the appropriate professionals. Services and solutions depend on your needs and the scope of each professional’s practice.
THE MONARQUE STORY
Rooted in trust.
Focused on your future.
Since 2012, Monarque Conseil has helped people and families make sense of their financial decisions. Based in Repentigny, our firm is guided by a simple belief: good advice starts with listening, empathy and understanding the person behind the plan.
Led by Céline Paret, Monarque brings together insurance, investments and retirement planning. We explain the options, make room for your questions and help you see how today’s decisions fit into your longer-term plans.
Like the monarch butterfly that inspires our name, every journey has its own direction. Our role is to help you find yours, then adjust with you as life changes.
Before solutions,
let’s talk about you.
Your family, your priorities and the plans that matter to you.
Understand your options.
Choose with confidence.
Clear explanations, so you can take an active role in your decisions.
Life changes.
Your strategy can, too.
Regular conversations to review your needs and keep your plans relevant.
THE PEOPLE BEHIND YOUR PLAN
Get to know
our team.
Céline Paret
President · Financial Security Advisor
I believe good advice starts with a real conversation. I take the time to listen, explain and help you see your next steps more clearly. Outside work, I enjoy good restaurants, a lovely glass of wine and discovering new places. Above all, I treasure time with my family: those shared moments are what matter most to me.
celine.paret@monarqueconseil.com ↗
Gérald Perreault
Financial Security Advisor
After more than 30 years in accounting, I bring a practical perspective to insurance and retirement planning. I enjoy helping people make sense of their needs and prepare for what comes next. When I step away from the numbers, you will often find me outdoors: cycling, hiking or kayaking. Time on or by the water is one of my favourite ways to unwind.
gerald.perreault@monarqueconseil.com ↗
Sifa Bahati
Administrative Assistant
As a university student pursuing a bachelor’s degree in business administration, I develop my skills within Monarque Conseil’s administrative team and answer clients’ day-to-day questions. Outside work and my studies, I enjoy spending time with family and friends, watching films, reading and discovering new things.
sifa.bahati@monarqueconseil.com ↗
Alexandre Daneau
Administrative Assistant
I study finance and am getting to know the field as part of the Monarque Conseil administrative team. Outside classes and work, my interests are quite varied: MMA, travel and motorcycles. I also have a soft spot for vintage devices, especially old record players. I love their character and history.
alexandre.daneau@monarqueconseil.com ↗YOUR WORDS MATTER
Real experiences.
Shared by our clients.
« Toujours très agréable de discuter finance et assurance avec Céline. »« J'adore ce bureau aucune pression, excellents conseils, grande disponibilité, depuis plus de 10 ou 15 ans et c'est un 10 étoiles. Grâce à eux, la retraite s'annonce incroyable »« Mes recherches pour trouver le bon planificateur financier m'a amené à ce cabinet, autant par les avis des clients actuels, que par mon intuition 🙂 J'ai rencontré Céline, et nous avons eu une très bonne connexion. En plus d'être très gentille, elle est très dévouée à son travail, et a une excellente expertise dans le domaine. Nous avons fait le tour de tout mes avoirs, et avons élaborer un plan de placements afin d'avoir une retraite confortable financièrement à l'âge que je souhaite. Elle prend le temps d'expliquer le tout étape par étape. Je suis plus que satisfaite, je recommande à 100%. Merci Céline!! »« J’ai vraiment aimé le résumé que Céline a fait pour moi après notre rencontre virtuelle. C’est très clair et précis . Ça nous sauve beaucoup de temps et énergie aussi. J’étais satisfaite ! »« Madame Paret est toujours attentive à nos besoins. Elle répond à nos questions avec beaucoup de savoir et de patience. Elle nous aide à prendre de bonnes décisions. »« Excellent service de planification de retraite. Des conseils clairs et professionnels. Je recommande fortement Monarque Conseil »« Super, rapide et efficace 🙂 à l'écoute de nos besoins »« La conseillère a pris le temps de bien expliquer le plan financier pertinent….. »Selected Google reviews reproduced from the Monarque Conseil website, in their original French.
INSURANCE COMPANIES
More options.
Your needs come first.
Logos from our current website. Availability and terms depend on the products and insurers.
Discover our broader partner network ↗
A FIRST POINT OF CONTACT
A question?
Meet Mariposa.
Our virtual assistant helps you find information about our services and open our appointment calendar. Your personal recommendations come from your adviser.
You can write or speak to her using the bubble at the bottom of the screen.
Mariposa is a virtual assistant. Opening the calendar does not confirm a booking.LET’S TAKE THE NEXT STEP
What’s next
for you?
Choose a telephone or virtual appointment in our calendar.
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