Monica believes that financial advice is crucial to Canadians' long-term success. With over 20 years of experience, she has worked alongside Wealth Advisors and Portfolio Managers, assisting them in achieving their goals through client-focused activities such as investment management, client communications, and financial planning, as well as business-building efforts including prospecting, revenue growth, and partnerships.
Her leadership is defined by a dedication to driving results, nurturing talent, and championing diversity within the financial sector. Viewing technology as a powerful tool for advisors to enhance client relationships and achieve efficiencies, Monica collaborates across business lines and empowers her teams to continuously problem-solve, communicate openly, and support one another. Residing in Etobicoke with her husband, twins, and energetic dog, she enjoys an active lifestyle, wine, food, and exploring the city with her children.