Because you deserve quality service specially tailored to the specific needs of your personal situation, our team of advisors is ready to offer you a second opinion, fair and transparent.
With Monaco-Major Group, enjoy a fresh look at your finances and get clear explanations.
Following our assessment, you will be able to:
- analyze your returns;
- assess your comfort level with different risk levels;
- position your portfolio with yields in existing markets;
- measure your content outside Canada;
- see the effectiveness of your portfolio to meet your financial goals.
A second opinion is also required if:
- your retirement projection is outdated;
- you do not know the returns needed to achieve your financial goals for retirement;
- your current portfolio is not suitable to your investor profile and investment objectives;
- you do not know the investment philosophy behind the strategies used in your portfolio;
- your portfolio is not positioned to take advantage of tax benefits available to investors;
- you were not advised of the consequences as a result of your death or that of your spouse;
- your returns in recent years compare unfavorably to the benchmarks.
Remember, this is YOUR financial future!
Meet with us in confidence today.