Monarch Wealth Systems Inc. offers the mutual fund channel access to the industry’s first cost-effective fee-based account program along with state-of-the-art model portfolio capability. Our innovative platform is the first of its kind in Canada to offer freedom of choice in portfolio design and underlying fund selection. The Platform is a service solution, rather than a product offering, and is completely free of proprietary product constraints. As a customizable solution, advisors are able to create model portfolios with the mutual funds and third-party portfolio consultant(s) of their choice.
The Platform's core service is to provide advisors with cost effective, fee-based, and fully transparent account capability that they can, in turn, provide to clients. Optional services include portfolio modeling and rebalancing as well as professional third-party portfolio manager consulting services (which includes model portfolio monitoring).
“Advisor Alpha - Process Powering Advice"
Company Details
- Employees
- 15
- Founded
- 2008
- Address
- 5090 Explorer Dr, Mississauga,ontario L4w 4t9,canada
- Phone
- +1 289 416 640 2285
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- monarchwealth.ca
- Keywords
- investments, insurance, mutual funds, Guaranteed investment certificates, financial advisors.
- HQ
- Mississauga, Ontario
Monarch Wealth Systems Inc. Questions
Monarch Wealth Systems Inc.'s helpline number is +1 289 416 640 2285
Monarch Wealth Systems Inc.'s website is monarchwealth.ca
Monarch Wealth Systems Inc.'s LinkedIn profile is https://ca.linkedin.com/company/monarch-wealth-systems-inc
Monarch Wealth Systems Inc. has
15 employees.
View email and phone details for 15
employees at Monarch Wealth Systems Inc..
Monarch Wealth Systems Inc.'s industry is
Financial Services
Monarch Wealth Systems Inc.'s top competitors are
Exos Wealth Systems Inc.,
Ia Private Wealth,
Portfoliohiway,
Monarch Wealth Corporation,
Global Maxfin Investments Inc,
Customplan Financial Advisors Inc.,
Seamark Asset Management Ltd.,
Designed Wealth Management,
Scotiabank,
Monarch Wealth.
Monarch Wealth Systems Inc.'s categories are Financial Services
Monarch Wealth Systems Inc.'s founding year is 2008
