Second Opinion

Because you deserve quality service specially tailored to the specific needs of your personal situation, our team of advisors is ready to offer you a second opinion, fair and transparent.

With Monaco-Major Group, enjoy a fresh look at your finances and get clear explanations.

FOLLOWING OUR ASSESSMENT, YOU WILL BE ABLE TO:

  • analyze your returns;
  • assess your comfort level with different risk levels;
  • position your portfolio with yields in existing markets;
  • measure your content outside Canada;
  • see the effectiveness of your portfolio to meet your financial goals.

A SECOND OPINION IS ALSO REQUIRED IF:

  • your retirement projection is outdated;
  • you do not know the returns needed to achieve your financial goals for retirement;
  • your current portfolio is not suitable to your investor profile and investment objectives;
  • you do not know the investment philosophy behind the strategies used in your portfolio;
  • your portfolio is not positioned to take advantage of tax benefits available to investors;
  • you were not advised of the consequences as a result of your death or that of your spouse;
  • your returns in recent years compare unfavorably to the benchmarks.

Remember, this is YOUR financial future!

Meet with us in confidence today.

Make an appointment

Are your investments optimized?
Share
Facebook LinkedIn