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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Investment Advisory | Portfolio Analysis |
$100 - $200
Call to Book
|
Investment Planning |
$200 - $300
Call to Book
|
|
Diversification Strategies |
$150 - $250
Call to Book
|
|
Financial Planning | Comprehensive Financial Planning |
$250 - $400
Call to Book
|
Tax Planning |
$200 - $300
Call to Book
|
|
Retirement Planning |
$300 - $500
Call to Book
|
|
Seminars and Workshops | Investment Knowledge Seminars |
$0 - $50
Call to Book
|
Tax Education Workshops |
$0 - $50
Call to Book
|
|
Financial Literacy Sessions |
$0 - $50
Call to Book
|
|
Insurance Services | Travel Insurance |
$100 - $200
Call to Book
|
Life Insurance Planning |
$200 - $300
Call to Book
|
|
Tax Shelter Insurance Packages |
$150 - $250
Call to Book
|
|
Wealth Management | Wealth Growth Strategies |
$200 - $400
Call to Book
|
Passive Income Generation |
$150 - $250
Call to Book
|
|
Private Equity Opportunities |
$300 - $500
Call to Book
|
Monic Financial Group comprises a diverse team of financial experts dedicated to our mission of helping people from all walks of life better control their money through our suite of financial firms. At Monic Financial Group, we decided to run into the rigid world of wealth management and look for financial help. Our objective is simple: to help Canadians treat their money better. On our launch in 2015, we have consistently provided our clients with the best financial services possible.
 
Clients repeatedly cite Monic Financial as an exceptional financial advisor, emphasizing its top-notch service and the expertise and approachability of the personnel. The customers appreciate the firm plan and investment management, frequent information sessions, and advisors' reliability and control, such as Charlene. Clients mention a non-pushy, friendly, and responsive environment, saying that the team makes money management comfortable. Consultants provide tailored advice, analyze assets, minute detail account discussions and questions, and customize client education. According to customers, the consulting agreement has significantly expanded, including tax and financial management. Many reviewers appreciate the consultants' patience in developing financial agreements. They thank the firm for serving them well. Few individuals complain but still suggest friends to use Monic Financial for their financial needs. Customer satisfaction is ensured by the high professionalism of all and the warm environment.
 
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