Monarch Financial
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Monarch Financial delivers planning-driven advice to professionals, business owners and their families who want to build and preserve generational wealth.
We provide the clarity you need to make confident investment decisions. *Laura Money,
*Mark Coutts,
We are Sun Life advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their
This year's economic outlook is brought to you by the letter "K". What is a "K-shaped economy"? Monarch partner Mark Coutts explains.
How will you be spending Family Day weekend? Share your best ideas! As Mark Coutts explains, it's the perfect opportunity to flip the script on Old Man Winter.
Have you ever wondered how fund managers decide in which companies they’ll invest? It involves a lot of research and analysis. Sometimes. It also means going straight to the source. In this case, a tool trade show. If you’re a handyman, you’ll recognize the name.
Retirement planning isn't a sprint; it's a marathon. Do you have what it takes? Monarch partner Mark Coutts explains the three keys to success in this very personal, real-life example.
After a little time off to enjoy the warm weather, the Monarch team is back with great new investment insights and financial wisdom to share. We'll start with one of our favourite money stories. It's from Chicago, where Monarch partner Mark Coutts picks up the tale.
09/09/2025
“I’ll start saving next year.”
“I’ll buy insurance when I have more time.”
We’ve all said it… but waiting has a real cost. ⏳
Swipe through to see why starting small today beats waiting for the “perfect time.”
09/02/2025
Choosing between a TFSA, RRSP, or FHSA?
Each account has benefits, but the right one depends on your goals, income, and timeline.
Swipe through to compare the key features, avoid common mistakes, and learn how to decide what’s right for you.
👉 Which account are you prioritizing this year?
07/07/2025
True wealth management looks at the full picture — connecting every part of your financial life, not just your investments. With a comprehensive approach that covers everything from tax strategies to estate planning, we build plans as unique as your financial fingerprint. Connect with our team today by visiting monarchadvice.ca.
06/30/2025
Three decades of trust speaks volumes. At Monarch Financial, we build relationships that stand the test of time, providing the confidence and clarity that Clients deserve.
06/23/2025
The best time to start investing was yesterday. The second-best time is today.
41% of Canadians regret waiting too long to invest (Source: Financial Post). Will you join them or take action now?
Thanks to the power of compound growth, starting earlier can make a huge difference. A $10,000 investment at age 25 growing at 7% annually becomes $106,766 by retirement. Wait until 45? Just $38,061.
Your future self is counting on today's decisions. Let's make them count. Contact Monarch Financial today.
06/09/2025
Saving for retirement or funding your child's education? This common dilemma doesn't have to be either/or. Our advisors help create strategies that honour both priorities without sacrificing your financial security. Let's find your balance.
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1 University Avenue
Toronto, ON
M5J2P1
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |