Solutions Financières Monaco inc./Monaco Financial Solutions Inc.
Languages spoken: English, French, Italian, Spanish
Area(s) served: Montreal and its surroundings
Built by Experience, Focused on you, your family's future and your business
Entrepreneurs have unique financial realities — from retaining top talent to building savings within a corporation, planning for retirement, and managing succession.
I help navigate through it all. I’m a financial securities advisor with firsthand business experience. I approach each Client relationship with strategic insight, respect for your time, and a deep commitment to helping you build a future that reflects your values and vision.
Before becoming an advisor, I was — and still am — an entrepreneur. I’ve built four businesses — including one born out of necessity during the pandemic — always adapting, turning life’s challenges into opportunity, and growing through every experience.
Today, I specialize in insurance, group insurance, and investment strategies designed specifically for business owners.
I especially work closely with women entrepreneurs, who are often balancing business, family, and life — and may not always have the time or tools to build their financial roadmap. My mission is to simplify the process and bring clarity, support, and strategy to every conversation.
Who we service
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Business owners general
Entrepreneurs small
Pre-retirees and retirees
We believe financial strategy is about buying back time, help build a life that feels truly yours
Whether that means retiring early, being present at your child’s soccer game without asking permission to your boss, or finally taking that dream vacation without guilt — let’s define it, plan it, and build it together.I’m here to help you protect, grow, and elevate what you’ve worked so hard to build — with strategic insurance, investment, and group solutions designed around your real life.
With decades of entrepreneurial experience, having built and sold businesses to attain a better quality life — I’ve learned that life will always throw the unexpected at us. And that’s not something to fear. It’s something to plan for.
At Monaco Financial Solutions, we turn life’s uncertainties into opportunities — helping you build peace of mind, tax-efficient growth, and long-term freedom.
Why Clients Choose The Monaco Method
- I specialize in business solutions for owners, professionals, with a particular attention to women entrepreneurs
- I’ve lived it — not just studied it — and I bring real-world insight . I help simplify the complex, so you can make smart, empowered decisions .
- I show up — in good times and bad — with full transparency and consistency .
- I protect your time by making our process seamless and efficient
- I focus on long-term relationships, not short-term wins
Products and services
Business owners
Life insurance products
Saving, budgeting and investing
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Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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