A Close-Knit Team That Looks After Your Assets as if They Were Their Own

Ricardo Ernesto Monge Ayala is a CFA-certified wealth management advisor. A graduate of Concordia University’s John Molson School of Business (JMSB) with a major in finance and a minor in accounting, he holds the Chartered Financial Analyst (CFA) designation, which is recognized worldwide and attests to his in-depth expertise in finance and adherence to the highest ethical standards. He has also completed financial planning training with FP Canada, further strengthening his expertise in portfolio management and planning strategy.

A former basketball player, he earned a spot on the Canadian all-star team, the title of Most Outstanding Player at the provincial level, and several academic honours. His teamwork and work ethic, developed both on the court and professionally, are assets that serve our clients and their goals.

Driven by a desire to have a positive impact on people’s lives and by his keen interest in financial markets, Ricardo is committed to providing personalized advice and building solutions tailored to each client’s needs.

Marie-Michelle excels in administrative operations for wealth management. She holds a bachelor’s degree in fashion marketing from Université du Québec à Montréal. After ten years in the fashion industry, she moved into wealth management in 2014.

Her atypical journey has allowed her to develop a keen understanding of complex situations and a thorough approach to personalized service. In 2017, her professionalism and work ethic earned her the “Club Élite” award from National Bank Financial.

She meticulously manages administrative operations related to client accounts, including account openings, fund transfers, contributions, and estate matters. Her thoroughness and efficiency ensure a smooth and reassuring experience.

An avid traveller, she embarked on a trip around the world in 2007, an adventure she dreams of one day repeating with her family. Her curiosity, dynamism, and kindness make her a valuable colleague and a pillar of the team.

After 18 years in Montreal’s garment import-export industry, Marie-Josée made the transition to the financial services sector in 2011. Despite the change in industries, she successfully applied her extensive experience to her new role. She is a valued member of the team, recognized for her strong organizational skills, attention to detail, ability to understand clients' needs, and commitment to delivering a highly personalized service experience.

In addition to building meaningful relationships with clients, Marie-Josée enjoys the operational side of her work. Known for her creativity and leadership skills, she thrives in dynamic environments that are constantly evolving.

She is committed to creating a positive and professional client experience by building strong relationships and providing attentive, ongoing support tailored to each client's needs.

Anaïs Jouni is an operations and human resources specialist. She joined the Szöghy team in November 2021, bringing more than ten years of experience in operations and human resources management.

As a former high-level athlete, she has acquired the discipline and rigour of athletes, which are now reflected in her professional efficiency. With a degree in human relations, Anaïs makes it a point to understand and resolve every situation with professionalism.

Her attention to detail and ability to anticipate needs ensure smooth operations at all levels. She embodies a warm, proactive, and people-oriented approach, fostering a climate of trust within the team and with clients.

Passionate about gastronomy and urban life, Anaïs can recommend the best local dining options to suit your mood!