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  • your retirement projection is outdated;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.