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Monica Weissmann, CFP
Investment Advisor

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Monica Weissmann, CFP — Investment Advisor

Disciplined, proactive wealth management

As an experienced Investment Advisor with a focus on financial planning, I deliver personalized, full-service, conservative, long-term wealth management. My extensive experience in engineering and business management have given me the skills to invest with discipline and to filter and analyze research and business news, which have helped me serve my clients efficiently and successfully.

At Macquarie Private Wealth, I enjoy the freedom to advise my clients objectively without bias to any platform or product.

From mature investors planning to enter retirement or enjoying their golden years, to families and young individuals planning for the future, my clients all appreciate my total dedication to placing their interests first and working relentlessly towards achieving their financial goals.

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No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.