Professional Profiles
Cathy Monaco, CPCA
Senior Investment Advisor, iA Private Wealth
*Insurance Advisor, iA Private Wealth Insurance
Cathy has had over 35 years of experience in the financial services industry with specific knowledge in the areas of insurance, financial planning, securities trading and banking. Cathy has used her varied financial background to develop a comprehensive financial planning approach which achieves a client focused balance between risk and return. Her risk management tools include both living and estate beneficial instruments such as disability, long term care, insured retirement program and estate bond products as well as various commercial based products.
Ermes Monaco, CIM®
Portfolio Manager, iA Private Wealth Inc.
Ermes came to iA Private Wealth from the investment industry where he worked with the major Canadian banks, Trust and Investment dealers for 25 years in the areas of Treasury management, Capital markets and Investment banking. He helped issue bonds, preferred and common shares, derivatives, tax effective and securitized structured financings into the primary financial markets in Canada and around the world. In addition, he managed the broad range of Corporate Treasury risks on behalf of these institutions and advised them in the areas of liquidity and investment management. Ermes was previously a guest speaker at the University of Toronto’s Rotman School of Finance.
Ryan Chook
Licensed Assistant, iA Private Wealth Inc.
Ryan is Licensed Assistant at MCM Private Wealth and joined Cathy and Ermes in 2014. He chose to pursue a more dynamic career in the investment industry while at a mutual funds dealer prior to joining MCM. Ryan has gained valuable financial and market knowledge over the past 15 years which he actively employs in his trading and cash management role. Ryan also works closely with Cathy and Ermes to ensure client portfolios are managed according to the approved client strategies.
Sona Brounsuzian
Sona Brounsuzian is a valued member of the MCM team who manages the documentary and administrative functions for the practice.