Meet Our Team

 monica

 

Monica J. Weissmann,
CFP, CIM, MEE
Financial Advisor
Life Insurance Advisor
Manulife Securities Incorporated
Manulife Securities Insurance Inc.

View Monika J. Weissmann's profile on LinkedIn

Monica J. Weissmann

Monica began her career in the financial services industry in 2000 when she couldn’t find a good financial advisor for herself. Today she is an Independent Financial Advisor and runs her business on the Manulife Securities Incorporated (MSI) platform. Her office is located in the North York branch of MSI at the corner of York Mills and Yonge Street, conveniently located for access by subway, bus or car.

She holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.

Monica constantly observes and analyses financial markets, which allows her to offer critically important wealth management solutions tailored to the individual needs of her clients. The majority of them live in the Greater Toronto area; they are successful business owners, affluent couples, professionals, c-level executives, men and women, retired or retiring.

“Money making advice, engineered to last” is the motto of Monica’s team. Monica’s approach to wealth management is holistic – grow and protect the wealth. Her clients rave about the opportunity to become sophisticated investors by working with her.

Monica has been an influential speaker at numerous conferences covering various topics within her area of expertise.  She has spoken at the Professional Advisory Committee Seminar organized by the Jewish Foundation of Greater Toronto, and at various business network events hosted by RBNS and AREC, and the Enterprise Toronto (Small Business).

She is a member of The Financial Advisors Association of Canada (Advocis) and Financial Planning Standard Counsel (FPSC).

 

 

 

Linda Uden
Executive Assistant
Manulife Securities Incorporated

View Monika Kucinskaite's profile on LinkedIn

Linda Uden

Linda has held administrative roles for over 15 years in various areas of the finance industry. Previously, she has assisted at the executive level at financial institutions including Dundee Securities, Loewen Ondaatje McCutcheon and the Institute of Canadian Bankers.  In 2010 she began working directly with financial advisors and their clients at Wellington West Capital, bringing her warm and professional licensed services later to Macquarie Private Wealth, where she first met and worked with Monica Weissmann. 

Although their professional situations changed and they did not work together for a time, Linda and Monica reconnected in 2017 and are pleased to be working together once again at Manulife Securities.

 

 

 

Affiliation

You worked hard for what you have and deserve to know that your assets are safe with us. Monica is affiliated with The Financial Advisor Association of Canada (ADVOCIS), the Financial Planning Standards Council (FPSC) and has designations from the Canadian Securities Institute (CSI).  Her business runs on the Manulife Securities Incorporated platform which is a member of the Canadian Investor Protection Fund (CIPF).  All this will guarantee that the service you are receiving puts you at the forefront of investment standards and security.

ADVOCIS Mission Statement

"ADVOCIS provides a platform of knowledge, advocacy, community and protection advancing the value and professionalism of financial advisors and plans in the best interests of the customer."

ADVOCIS is a voluntary organization committed to professionalism and advocacy among advisors.  It successfully established The Professional Code of Conduct and protects its members by offering comprehensive errors and omissions insurance coverage thanks to ADVOCIS Protective Association (APA). ADVOCIS is a “valued stakeholder to governments and regulators at all levels and pledged to aggressively pursue its members' interests in the public square through a variety if advocacy initiatives”.

FPSC

Financial Planning Standards Council is a standards-setting and certification body not-for-profit.  FPSC DEVELOPS, PROMOTES and ENFORCES professional standards in financial planning through Certified Financial PlannerⓇ certification. The Council’s purpose is to instill confidence in financial planning professionals and to ensure the highest standards in financial planning.

CIPF Mission Statement

“To contribute to the security and confidence of customers of IIROC dealer members by maintaining adequate sources of funds to return assets to eligible customers in cases where a member becomes insolvent.”

CIPF is a part of the Investment Industry Regulatory Organization of Canada (IIROC).  In the rare event of a member insolvency, CIPF ensures the securities, cash and other property that are held in your account are returned to you in accordance with CIPF’s Coverage Policy.

CSI

The Canadian Securities Institute sets the standard for financial services education in Canada as the most experienced and trusted educator endorsed by the Canadian regulatory authorities. Since it was established in 1970 as the Canadian Securities Institute, over three-quarters of a million financial professionals have chosen CSI for their career training and development. In 2007, CSI expanded its educational services with the acquisition of the Institute of Canadian Bankers (ICB). Today, CSI offers one of the most comprehensive suites of courses and programs available to financial services professionals in Canada and around the world.

CSI has earned its reputation through relevant, real-world training courses and assessments, innovative educational offerings, and expertise ranging from securities to mutual funds, from banking and trust to insurance, from portfolio management to financial planning and wealth management.

 

 

 

 

Testimonials

Monica Weissmann References 

“I’ve been looking for a financial advisor for a long time. I am very grateful to have met Monica...”   See more

  

Aline Ayoub, Toronto, CA

“I have known Monica in a professional capacity for many years...”  See more

 

Geoff Crewe, Toronto, CA

Monica Weissmann References 

 

 

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