Solutions Financières Monaco inc./Monaco Financial Solutions Inc.
Languages spoken: English, French, Italian, Spanish
Area(s) served: Montreal and its surroundings
Built by Experience, Grounded in Family, Focused on Your Future
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. 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 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.
At Monaco Financial Solutions, I help you:
• Retain and reward key employees with smart, scalable group plans
• Protect business partnerships and shareholder value with the right structures in place
• Grow and preserve your corporate savings with tailored investment portfolios that are tax-efficient and aligned with your goals
• Access liquidity when needed, without disrupting your long-term strategy
• Plan your retirement and succession on your terms, with confidence
• Build long-term relationships based on trust, transparency, and ongoing support
Let’s make your hard work count — today, and for generations to come.
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, 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 over a decade of entrepreneurial experience, having built four businesses and sold three — all while raising two entrepreneurial children — 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
Stay informed
See more articlesScript: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
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