Our expert team is here to meet your financial needs
Wealth Management Group MONACO - MAJOR
Monaco-Major Group was named Team of the Year for the
Montreal region as part of the Recognition of Excellence 2017
Program. This prize is awarded to the team
demonstrating superior performance and that has exceeded the
expectations of National Bank Financial - Wealth Manadement in terms
of the quality of investment and portfolio management, as well as
exceptional management of their clients' assets. In addition to
being dedicated to the well-being of our clients, we have
characteriezed ourselves by our integrity, positivism and our
constant effort towards the success of our professional
As a wealth management team, we will help you define your
goals and find ways to reach them. We will keep you on track to
avoid pitfalls generally associated with investing. We will ensure
that your financial future is well structured ans well planned.
Our clients' satisfaction is our top priority, and we
maintain only the highest portfolio management standards while
providing an optimal financial, tax and estate planning
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Our practice is based on confidence and respect.
choosing our team, you benefit first and foremost from a long-term
relationship with true investment professionals who care about your
financial security. Your success is our success.
retaining the services of our team, you will benefit from an
objective and comprehensive analysis of your financial position, as
well as an action plan and recommendations aimed at helping you
attain your financial objectives.
Awards and Recognition
Team of the year Award for the Montreal region as part of
the Recognition of Excellence 2017 Program.
Investment Advisor of the Year for the Montreal region
in 2009, 2011, 2012 and 2014, Mr. Monaco has also been a
member of the President's Club each year since 2004 and
the President's Council in 2012, 2014, 2015 and 2017. The
President's Council is an honor given to only 40 Investment Advisors
at National Bank Financial as part of the Recognition Program.