About Monahan Financial Planning Group
At Monahan Financial Planning Group, our mission is to work alongside you in identifying and then providing solution to your investment and insurance needs. Our proven methods, knowledgeable staff, and extensive product selection will ensure we are able to bring peace of mind to the decisions made. Big or small, our dedicated team will help you to bring your plans into reality.
We hear you
We will take the time needed to ensure we hear what you are saying. Through getting to know you w will be better able to develop the correct plans for you.
Whether your goals are long-term (such as retirement) or more immediate (such as starting a business or saving for a child’s education), we can help you build a financial strategy tailored to your needs and those of your family. In developing your financial security plan, we’ll consider the four cornerstones of financial security planning:
Financial security at death
Disability and critical illness
We want to understand your needs, recognizing they may change as you proceed through life’s stages.
As you start your career, you may want to:
Having children changes your life and your needs. Now is a good time to:
If you own your own business, you may want to:
If you are retired or plan to retire soon:
The information on this website is intended for residents of Ontario only.
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Insurance products, including segregated fund policies are offered through Monahan Financial Planning Group Ltd., and Sean Monahan, Andrew Horodziejczyk, Brandon Bazinet and Deanne Wells-Hunt offer mutual funds through Quadrus Investment Services Ltd. Legal, Copyright and Trademark information.
Freedom 55 Financial and design are trademarks of Canada Life Insurance Company.
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Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission..