WEALTH MANAGEMENT - Key Persons

Job Titles:

• Executive Assistant
• Client Services Coordinator / Manulife Securities Incorporated

Kristina started working with Monica Weissmann's team in 2016 as the Client Services Coordinator. Monica's team goal has always been to deliver high quality and fast service for our clients. Kristina's responsibilities include communicating with the clients and addressing their inquiries, as well as keeping Monica's and the company's profiles on social media alive, relevant and interesting. Kristina has a Bachelor's degree in Law and a Certificate of Business Management. From the first steps of her professional career more than 10 years ago, she has been involved in customer service roles. Kristina began as an office assistant, and with discipline and hard work she moved her way up to becoming head of Client Services. Throughout this journey, Kristina has acquired a wide range of skills and knowledge that allow her to provide the high quality of customer care that is appreciated by all clients of Wealth Management by Monica Weissmann. In the near future, Kristina will be completing her Canadian Securities Course which will allow her the ability to advance her customer support skills even further.

Job Titles:

• Executive Assistant / Manulife Securities Incorporated

With over 20 years of administrative, finance and accounting employment, Linda brings a warm and friendly but professional investing experience to our clients at Wealth Management by Monica Weissmann. Monica and Linda began their working relationship in 2012 at Macquarie Private Wealth. At Manulife Securities, they continue to strive to provide the best possible advice, individual and specialized service tailoring and care to their clients' investment and lifestyle needs. Linda has completed her Canadian Securities Course and Conducts and Practices from the Canadian Securities Institute, and has also recently completed the Investment Advisors Training Program. Her future plans include attaining her Certified Financial Planner designation. Linda also has a Certificate of Business Management from the University of Toronto. When she's not at the office, Linda enjoys a variety of activities including biking and rollerblading, camping, cooking and baking, and taking her yorkie for long walks on the lake shore.

Job Titles:

• CIM
• CIM / Financial Advisor / Manulife Securities Incorporated / Life Insurance Advisor

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).