Professional Profiles

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.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. MCM Private Wealth can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

*Insurance products and services are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.