Monic Financial

Finance · Canada · 11-50 Employees

View Company Info for Free

Overview

Headquarters

204 7080 River Rd, Richmond, British Col...

Phone Number

(604) 762-6899

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2

About Monic Financial

Monic Financial Group offers independent financial planning advice and a range of tailored financial products and services aimed at private individuals, small and medium businesses, and corporate clients. Their services include cash flow management, tax optimization, investment strategies, and continuous support to help clients navigate financial challenges. The company emphasizes a personalized approach, focusing on understanding clients' unique challenges and long-term goals to provide effective solutions. With a commitment to unbiased advice and innovative strategies, Monic Financial Group aims to enhance financial confidence and success for all stakeholders.Explore more
Monic Financial's Social MediaPopular SearchesMonic Financial LtdMonic FinancialMonic Financial - HomeMonic Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Monic Financial Org Chart

PhoneEmail
SY
Canada flag for contact location.

Financial Advisor & Private Equity Specialist

PhoneEmail
CL
Canada flag for contact location.

Financial Advisor

PhoneEmail
JC
Canada flag for contact location.

Wealth Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
TL
Canada flag for contact location.

Wealth Management Consultant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Monic Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Monic Financial

Compare insights from companies similar to Monic Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Monic Financial

<$5M
11-50
Private
-
1983
SY
Suki YangFinancial Advisor & Private Equity Specialist
<$5M
11-50
Private
-
1999
<$5M
11-50
Private
-
-
AP
Amanda PicalloOffice Manager
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
CM
Christine MaguireOperational Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Monic Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Monic Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Monic Financial.

Monic Financial Tech Stack

A closer look at the technologies used by Monic Financial

Top Finance Companies

Frequently Asked Questions Regarding Monic Financial

What is Monic Financial's official website?
Monic Financial's official website is www.monicfinancial.com
What is Monic Financial's Revenue?
Monic Financial's revenue is <$5 Million
What is Monic Financial's SIC code?
Monic Financial's SIC: 62,628
What is Monic Financial's NAICS code?
Monic Financial's NAICS: 52,523
How many employees does Monic Financial have?
Monic Financial has 11-50 employees
What industry does Monic Financial belong to?
Monic Financial is in the industry of: Finance, Securities Trading
What is Monic Financial competition?
Monic Financial top competitors include: Investment Planning Counsel, Tetrault Wealth Advisory Group, The Enns Group, Generations Family Wealth
What technology does Monic Financial use?
Some of the popular technologies that Monic Financial uses are: Sectigo, The USERTRUST Network, Google Workspace, Gmail
How do I contact Monic Financial?
Monic Financial contact info: Phone number: (604) 762-6899 Website: www.monicfinancial.com
What does Monic Financial do?

Monic Financial Group offers independent financial planning advice and a range of tailored financial products and services aimed at private individuals, small and medium businesses, and corporate clients. Their services include cash flow management, tax optimization, investment strategies, and continuous support to help clients navigate financial c... hallenges. The company emphasizes a personalized approach, focusing on understanding clients' unique challenges and long-term goals to provide effective solutions. With a commitment to unbiased advice and innovative strategies, Monic Financial Group aims to enhance financial confidence and success for all stakeholders.Read More

What are Monic Financial social media links?
Monic Financial Linkedin page Monic Financial Facebook page
Is Monic Financial a public company?
Monic Financial is private company therefore does not currently have an official ticker symbol
See more information about Monic Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.