Monica J. Weissmann CFP, CIM Senor Financial Advisor Manulife Wealth Inc. Life Insurance Advisor Wealth Management by Monica Weissmann

Monica J. Weissmann Monica began her career in the financial services industry in 2000 when she couldn’t find a good financial advisor for herself. Today she is an Independent Financial Advisor and runs her business on the Manulife Securities Incorporated (MSI) platform. Her office is located in the North York branch of MSI at the corner of York Mills and Yonge Street, conveniently located for access by subway, bus or car. She holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. Monica constantly observes and analyses financial markets, which allows her to offer critically important wealth management solutions tailored to the individual needs of her clients. The majority of them live in the Greater Toronto area; they are successful business owners, affluent couples, professionals, c-level executives, men and women, retired or retiring. “Money making advice, engineered to last” is the motto of Monica’s team. Monica’s approach to wealth management is holistic – grow and protect the wealth. Her clients rave about the opportunity to become sophisticated investors by working with her. Monica has been an influential speaker at numerous conferences covering various topics within her area of expertise.  She has spoken at the Professional Advisory Committee Seminar organized by the Jewish Foundation of Greater Toronto, and at various business network events hosted by RBNS and AREC, and the Enterprise Toronto (Small Business). She is a member of The Financial Advisors Association of Canada (Advocis) and Financial Planning Standard Counsel (FPSC).

  

 

  

Meet Our Team

Linda Uden                         Executive Assistant Manulife Wealth Inc.

With over 20 years of administrative, finance and accounting employment, Linda brings a warm and friendly but professional investing experience to our clients at Wealth Management by Monica Weissmann. Monica and Linda began their working relationship in 2012 at Macquarie Private Wealth. At Manulife Securities, they continue to strive to provide the best possible advice, individual and specialized service tailoring and care to their clients’ investment and lifestyle needs. Linda has completed her Canadian Securities Course and Conducts and Practices from the Canadian Securities Institute, and has also recently completed the Investment Advisors Training Program. Her future plans include attaining her Certified Financial Planner designation. Linda also has a Certificate of Business Management from the University of Toronto. When she’s not at the office, Linda enjoys a variety of activities including biking and rollerblading, camping, cooking and baking, and taking her yorkie for long walks on the lake shore.

 

Kristina Kuklyte Client Services Coordinator Manulife Wealth Inc.

Kristina started working with Monica Weissmann’s team in 2016 as the Client Services Coordinator. Monica’s team goal has always been to deliver high quality and fast service for our clients. Kristina’s responsibilities include communicating with the clients and addressing their inquiries, as well as keeping Monica’s and the company’s profiles on social media alive, relevant and interesting. Kristina has a Bachelor’s degree in Law and a Certificate of Business Management. From the first steps of her professional career more than 10 years ago, she has been involved in customer service roles. Kristina began as an office assistant, and with discipline and hard work she moved her way up to becoming head of Client Services. Throughout this journey, Kristina has acquired a wide range of skills and knowledge that allow her to provide the high quality of customer care that is appreciated by all clients of Wealth Management by Monica Weissmann. In the near future, Kristina will be completing her Canadian Securities Course which will allow her the ability to advance her customer support skills even further.

  

About Wealth Management

Wealth Management by Monica Weissmann, based in Toronto Canada, was founded in 2000 to fill a need for financial advisory services. When Monica herself was planning to retire, she sought financial advice. She wanted guidance on what products to buy and when to buy them. Reasonably she expected this financial advice to be in her own best interest as well.

However Monica was unable to find a suitable financial advisor: one that was proactive, unselfish and had the level of professional expertise that she believed would meet her needs.

Monica concluded that there was a gap in the marketplace. She suspected others, like her, wanted unbiased, comprehensive, and tailored financial advice.

Monica understood the importance of retirement financial planning, estate planning and tax planning. So, she decided to start a business that filled the gap that she experienced. Monica created a service that offers: a wide choice of products, timely proactive advice, is tailored to individual goals, and always keeps the client’s best interest in focus.

Monica’s mission became to be the advisor she herself sought! Over the past 18 years, Wealth Management by Monica Weissmann has assisted many clients to build a roadmap toward financial prosperity and stability, to plan for the unexpected and to protect the wealth they have worked so hard to build.

 

  

 

Affiliation

You worked hard for what you have and deserve to know that your assets are safe with us. Monica is affiliated with The Financial Advisor Association of Canada (ADVOCIS), the Financial Planning Standards Council (FPSC) and has designations from the Canadian Securities Institute (CSI).  Her business runs on the Manulife Securities Incorporated platform which is a member of the Canadian Investor Protection Fund (CIPF).  All this will guarantee that the service you are receiving puts you at the forefront of investment standards and security.

ADVOCIS Mission Statement

"ADVOCIS provides a platform of knowledge, advocacy, community and protection advancing the value and professionalism of financial advisors and plans in the best interests of the customer."

ADVOCIS is a voluntary organization committed to professionalism and advocacy among advisors.  It successfully established The Professional Code of Conduct and protects its members by offering comprehensive errors and omissions insurance coverage thanks to ADVOCIS Protective Association (APA). ADVOCIS is a “valued stakeholder to governments and regulators at all levels and pledged to aggressively pursue its members' interests in the public square through a variety if advocacy initiatives”.

FPSC

Financial Planning Standards Council is a standards-setting and certification body not-for-profit.  FPSC DEVELOPS, PROMOTES and ENFORCES professional standards in financial planning through Certified Financial PlannerⓇ certification. The Council’s purpose is to instill confidence in financial planning professionals and to ensure the highest standards in financial planning.

CIPF Mission Statement

“To contribute to the security and confidence of customers of IIROC dealer members by maintaining adequate sources of funds to return assets to eligible customers in cases where a member becomes insolvent.”

CIPF is a part of the Investment Industry Regulatory Organization of Canada (IIROC).  In the rare event of a member insolvency, CIPF ensures the securities, cash and other property that are held in your account are returned to you in accordance with CIPF’s Coverage Policy.

CSI

The Canadian Securities Institute sets the standard for financial services education in Canada as the most experienced and trusted educator endorsed by the Canadian regulatory authorities. Since it was established in 1970 as the Canadian Securities Institute, over three-quarters of a million financial professionals have chosen CSI for their career training and development. In 2007, CSI expanded its educational services with the acquisition of the Institute of Canadian Bankers (ICB). Today, CSI offers one of the most comprehensive suites of courses and programs available to financial services professionals in Canada and around the world.

CSI has earned its reputation through relevant, real-world training courses and assessments, innovative educational offerings, and expertise ranging from securities to mutual funds, from banking and trust to insurance, from portfolio management to financial planning and wealth management.