I have been financial planning and advising clients of all ages and backgrounds on how to better manage their investments and ultimately build a great future for themselves and their families, all while managing the risks associated with their day to day life. I was born in Milton, ON, but grew up in the small town of Rockwood for the last 20 years and currently live in the Guelph area. I am currently building my business in and around Southern Ontario. After seven years working for BMO Bank of Montreal as a Financial Services Coordinator, I realized there is a niche market for wealth management and personal finance for high net worth clients that was neglected by the banks and decided to specialize in that area. I have teamed up with Investment Planning Counsel, who is one of the largest independent Canadian financial planning organizations with over two decades of history, well respected in the industry for the good service and support it provides clients with and its solid management. My areas of expertise include personal tax planning through investing and tax preparation, estate planning, and mortgage planning. I have also helped people reach their financial goals through financial planning and tax reduction strategies. Continuing my education and personal growth has always been very important to me. Industry courses completed through The Canadian Securities Institute include The Canadian Securities Course (CSC), The Conduct and Practices Handbook (CPH), Mortgage Agent Program, Accredited Mortgage Professional (AMP) and several tax courses. My ambition to please and take care of my clients has allowed me to be successful and allowed the companies I own to follow in my footsteps.
Insurance products available through Stephen Monaghan.
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