Protecting the ones you love
At Monarch Financial Planning, we offer sound insurance and investment advice to individuals, businesses, and families at all stages of life.
At Monarch Financial Planning, we offer sound insurance and investment advice to individuals, businesses, and families at all stages of life.
We'll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
Office: | 613-384-5510 |
Cell: | 613-484-2466 |
Fax: | 613-394-5893 |
Office: | 613-384-5510 |
Fax: | 613-384-3037 |
When specialized expertise is required, we have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.
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The information on this website is intended for residents of Ontario only.
Insurance products, including segregated fund policies, are offered through Monarch Financial,
and Dennis Bell offers mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
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Affiliated with Canada Life.