Principle
Current
Feb 2004 - Present
AeroLeads people directory · profile
Monika Wilk, Cfp, Rrc Email & Phone Number
I create result-driven financial plans for physicians, dentists and business owners.
at
Wilk Grzadka Group
1 work email found
@investorsgroup.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
I create result-driven financial plans for physicians, dentists and business owners.
Location
Greater Toronto Area, Canada
Who is Monika Wilk, Cfp, Rrc? Overview
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Quick answer
Monika Wilk, Cfp, Rrc is listed as I create result-driven financial plans for physicians, dentists and business owners. at Wilk Grzadka Group, based in Greater Toronto Area, Canada. AeroLeads shows a work email signal at investorsgroup.com and a matched LinkedIn profile for Monika Wilk, Cfp, Rrc.
Monika Wilk, Cfp, Rrc previously worked as Principle at Wilk Grzadka Group and Senior Executive Financial Consultant at Ig Wealth Management. Monika Wilk, Cfp, Rrc holds B.A. Economics & Finance, Economics, Finance, Math, International Trade from University Of Waterloo.
Company email context
Email format at Wilk Grzadka Group
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*@investorsgroup.com
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AeroLeads found 1 current-domain work email signal for Monika Wilk, Cfp, Rrc. Compare company email patterns before reaching out.
Profile bio
About Monika Wilk, Cfp, Rrc
Monika Wilk, Cfp, Rrc is a I create result-driven financial plans for physicians, dentists and business owners. at Wilk Grzadka Group. She possess expertise in investments, estate planning, leadership, financial planners, finance and 41 more skills.
Listed skills include Investments, Estate Planning, Leadership, Financial Planners, and 42 others.
Current workplace
Monika Wilk, Cfp, Rrc's current company
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5 roles · 18 years
Monika Wilk, Cfp, Rrc work experience
A career timeline built from the work history available for this profile.
Senior Executive Financial Consultant
CurrentMy relationship with clients starts with the development of a comprehensive financial plan to achieve their long-term financial goals. As part of this plan, we cover the investment, insurance, tax, and estate planning aspects of each client’s situation.Operating within each client’s risk profile, an investment portfolio is structured which will achieve long-term growth without undue risk.Tax planning and minimization is a key component of the financial plan for most clients. As part of the overall plan, strategies such as income splitting, prudent use of leverage, investing inside corporation and trusts are evaluated.Each client’s account is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition, each plan is reviewed annually and appropriate adjustments are made.
Jan 2004 - Present
Co-Founder
Ypcpa
Young Polish-Canadian Professionals Association (YPCPA) - founded June 2009 is a Non-Profit, Canadian Corporation. YPCPA aims at filling in the generation gap in our community by empowering young Polish-Canadian professionals to take leadership and shape a modern Polonia. By getting involved, members gain access to events, projects and a network of Polish-Canadian Professionals in their local community and across the country.
2009 - 2013
~4 yrs
Co-Founder Of Ypcpa, Co-Organizer Of Qv 2011 Toronto
Quo Vadis Conference
2009 - 2012
~3 yrs
Investment Research
Jun 2001 - May 2003
2 education records
Monika Wilk, Cfp, Rrc education
B.A. Economics & Finance, Economics, Finance, Math, International Trade
Finance And Financial Management Services
FAQ
Frequently asked questions about Monika Wilk, Cfp, Rrc
Quick answers generated from the profile data available on this page.
What company does Monika Wilk, Cfp, Rrc work for?
Monika Wilk, Cfp, Rrc works for Wilk Grzadka Group.
What is Monika Wilk, Cfp, Rrc's role at Wilk Grzadka Group?
Monika Wilk, Cfp, Rrc is listed as I create result-driven financial plans for physicians, dentists and business owners. at Wilk Grzadka Group.
What is Monika Wilk, Cfp, Rrc's email address?
AeroLeads has found 1 work email signal at @investorsgroup.com for Monika Wilk, Cfp, Rrc at Wilk Grzadka Group.
Where is Monika Wilk, Cfp, Rrc based?
Monika Wilk, Cfp, Rrc is based in Greater Toronto Area, Canada while working with Wilk Grzadka Group.
What companies has Monika Wilk, Cfp, Rrc worked for?
Monika Wilk, Cfp, Rrc has worked for Wilk Grzadka Group, Ig Wealth Management, Ypcpa, Quo Vadis Conference, and Td Canada Trust.
How can I contact Monika Wilk, Cfp, Rrc?
You can use AeroLeads to view verified contact signals for Monika Wilk, Cfp, Rrc at Wilk Grzadka Group, including work email, phone, and LinkedIn data when available.
What schools did Monika Wilk, Cfp, Rrc attend?
Monika Wilk, Cfp, Rrc holds B.A. Economics & Finance, Economics, Finance, Math, International Trade from University Of Waterloo.
What skills is Monika Wilk, Cfp, Rrc known for?
Monika Wilk, Cfp, Rrc is listed with skills including Investments, Estate Planning, Leadership, Financial Planners, Finance, Investment Strategies, Retirement Planning, and Mutual Funds.
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