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Each Moneres Wealth Consultant maintains a unique licensing portfolio, enabling them to best serve their particular Client Family. Our Consultants are all full time Representatives, with individual focus and unique expertise. As a team, these individuals work in concert to offer structure and counsel in all areas of your financial life.
In today's competitive market place, many Clients have decided to cease transacting business with, a "Jack of All Trades." Rather, they look to surround themselves with experts. We think this is the right idea. With Moneres Wealth, you may choose to deal directly with just one Associate, but through our "Virtual Boardroom" concept, that Associate is working with other key partners to harmonize information from all sides of the field. Our desire is to compose a financial symphony specifically for your family or business. We know you'll be pleased with our performance!
Our relationships with leading Investment, Insurance, Banking and Accounting partners have allowed us to put together an impressive package of options for you, with one goal: To help you increase the level of financial security in your life. This package includes:
Comprehensive Financial Analysis
Asset Allocation Advisory
Registered (RRSP/RRIF/LIRA) and Non-Registered Account Services
Segregated Funds
Land-Banking and Private Mortgage Investments
Annuities
Life, Critical Illness, and Disability Insurance
Investment Lending Services
Group Savings
Employee / Group Benefits
Insured Retirement Plans
Individual Pension Plans
Retirement Compensation Arrangements
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