Championing the Independent Advisor

Our Philosophy

Monarch Wealth Systems Inc. was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice.

In pioneering a revolutionary technology platform, Monarch Wealth Systems has embraced the independent advisor channel with efficient, transparent, and fund-agnostic tools offering customizable investment solutions to a wide range of clients – from the average investor to the affluent.


We are innovative and pioneering.


We are informative, partnering and client-centric.


We are transparent, non-proprietary and flexible.

Please visit Monarch Wealth Corp. to view the services offered by our Mutual Fund Dealer.

Vision: It All Started With A Simple Yet Noble Idea

To provide all clients with the unbiased and affordable investment advice that typically only wealthy clients receive.

To assist advisors with their systems, products and compliance issues, freeing up time to have conversations and give meaningful advice to their clients. [ Read more… ]

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The Value of Advice — The Power of Process

Monarch Wealth Systems Inc. provides an integrated platform of proprietary technology to support independent investment advisory services. Through partnership, we are singularly focused on helping financial advisors manage the complexity of their investment practices so they can better serve their clients in achieving important financial goals. Because we do not offer proprietary products, we enable independent financial advisors to offer their clients truly objective and conflict-free advice.

At its inception, the founders of Monarch Wealth Systems sought to create a trusted alternative to banks - one in which financial advisors could build highly competitive businesses while consistently working in their clients’ best interests.

In the face of today’s financial planning challenges, the investing public increasingly seeks to partner with advisors who offer unbiased guidance. Therefore providing Canadians with independent investment advice has never been more important than it is now. To that end, Monarch Wealth Systems continues its commitment to being a trusted and unbiased resource for advisors and their clients.

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What We Do

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