Richard Monaco

Senior Wealth Advisor & Portfolio Manager

Mr. Monaco is a Chartered Professional Accountant with a Bachelor of Business Administration from HEC Montréal (1981). After working in the industry and teaching for 17 years, he decided to capitalize on his experience and offer a complete service offering to clients. He has been a Wealth Advisor with National Bank Financial since 1998, and manages over $330 million in assets for his clients.

In addition to portfolio management, Mr. Monaco also offers his clients expertise in retirement, tax and estate planning.

In the past, Mr. Monaco has served as CFO for various private companies and even completed an initial public offering (IPO) on NASDAQ in 1993. He has also taught as a lecturer at the Université de Montréal and full-time to adults at the college level (CEGEP).

Mr. Monaco currently sits on the Board of Directors of Collège Sainte-Anne de Lachine as Vice-President.