News

Asset allocation strategy
May 1st 2018 – National Bank
Author: Martin Lefebvre, Simon-Carl Dunberry, Louis Lajoie

If you hope volatility will revert back to pre-February levels, think again, as politics continue to take the lion’s share of attention in most investors’ minds.


Services

There’s more to building wealth than investing money. You also need to establish a thorough and realistic plan to carry out your projects through the years.

Who are we?

Monaco-Major Group

Our team was named Investment Advisor of the Year for the Montreal region in 2009, 2011, 2012 and 2014 as well as Team of the Year 2017 for the Montreal region as part of the Award of Excellence program. We distinguished ourselves through our superior performance and remarkable management of the assets under our management. Our clients' satisfaction is our top priority, and we maintain only the highest portfolio management standards while providing an optimal financial, tax and estate planning strategy.

Biography

Richard Monaco, CPA, CA.
Portfolio Manager
Wealth Management Advisor
Senior Vice President

President’s Council 2014
M. Richard Monaco

Mr. Monaco is a Chartered Professional Accountant with a Bachelor of Business Administration from HEC Montréal (1981). After working in the industry and teaching for 17 years, he decided to capitalize on his experience and offer a complete service offering to clients.  He has been an Investment Advisor with National Bank Financial since 1998, and manages over $245 million in assets for his clients.

In addition to portfolio management, Mr. Monaco also offers his clients expertise in retirement, tax and estate planning.

In the past, Mr. Monaco has served as CFO for various private companies and even completed an initial public offering (IPO) on NASDAQ in 1993. He has also taught as a lecturer at the Université de Montréal and full-time to adults at the college level (CEGEP).

Mr. Monaco currently sits on the Board of Directors of Collège Sainte-Anne de Lachine and the Fondation Lanaudière, a not-for-profit company active in social reintegration.

AWARDS AND RECOGNITION

His professionalism and sound management of his clients' portfolios earned him the title of Advisor of the Year for his region in 2009, 2011, 2012 and 2014. By making customer satisfaction his top priority, Mr. Monaco has been able to maintain the very high standards required to attain this level of excellence.

He has also been a member of the President's Club each year since 2004 and the President's Council in 2012 and 2014. The President’s Council is an honor given to only 40 Investment Advisors at National Bank Financial as part of the Recognition Program to congratulate those who have distinguished themselves through superior performance and outstanding management of the assets under their stewardship.

Adam Major, B. Comm., CIM
Investment Advisor
Portfolio Manager
M. Richard Monaco

Adam Major has a Bachelor of Finance from HEC Montréal and joined Richard Monaco's team as a partner in 2012. As a young entrepreneur, he had already participated in some twenty real estate projects involving the purchase, renovation and resale of buildings.

Adam's professionalism, integrity and passion for financial markets make him an exceptional asset for the team, and help it maintain high standards of service and quality management.

Adam will be able to help you manage your portfolio, plan your retirement and attain your financial objectives.

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