Professional Profiles

Professional Profiles

Cathy Monaco, CPCA

Senior Investment Advisor
iA Private Wealth Inc.
Insurance Advisor

Cathy has had over 25 years of experience in the financial services industry with specific knowledge in the areas of insurance, financial planning, securities trading and banking. Cathy has used her varied financial background to develop a comprehensive financial planning approach which achieves a client focused balance between risk and return. Her risk management tools include both living and estate beneficial instruments such as disability, long term care, insured retirement program and estate bond products as well as various commercial based products.

Ermes Monaco

Ermes came to iA Private Wealth from the investment industry where he worked with the major Canadian banks, Trust and Investment dealers for 25 years in the areas of Treasury management, Capital markets and Investment banking. He has helped issued bonds, preferred and common shares, derivatives, tax effective and securitized structured financings into the primary financial markets in Canada and around the world. In addition, he has managed the broad range of Corporate Treasury risks on behalf of these institutions and advised them in the areas of liquidity and investment management. Over the past several years Ermes has been a guest speaker at the University of Toronto’s Rotman School of Finance.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. Monaco Capital Management can open accounts only in the provinces where they are registered.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

* Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.