Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Stephen Monaghan

Financial Advisor

I have been advising clients of all ages and backgrounds on how to better manage their investments and ultimately build a great future for themselves and their families, all w...

Crystal Monaghan

Licensed Assistant

Having worked in various lending and investment advisor roles since 2001, Crystal brings extensive financial service industry experience to our team. Crystal joined The Monagh...

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Stephen Monaghan

Financial Advisor

I have been advising clients of all ages and backgrounds on how to better manage their investments and ultimately build a great future for themselves and their families, all while managing the risks associated with their day to day life.

I was born in Milton, ON, but grew up in the small town of Rockwood for the last 20 years and currently live in the Guelph area. I am currently building my business in and around Southern Ontario.

After seven years working for BMO Bank of Montreal as a Financial Services Coordinator, I realized there is a niche market for wealth management and personal finance for high net worth clients that was neglected by the banks and decided to specialize in that area. I have teamed up with Investment Planning Counsel, who is one of the largest independent Canadian financial planning organizations with over two decades of history, well respected in the industry for the good service and support it provides clients with and its solid management. My areas of expertise include personal tax planning through investing and tax preparation, estate planning, and mortgage planning. I have also helped people reach their financial goals through tax reduction strategies.

Continuing my education and personal growth has always been very important to me. Industry courses completed through The Canadian Securities Institute include The Canadian Securities Course (CSC), The Conduct and Practices Handbook (CPH), Mortgage Agent Program, Accredited Mortgage Professional (AMP) and several tax courses.

My ambition to please and take care of my clients has allowed me to be successful and allowed the companies I own to follow in my footsteps.

 

Insurance products available through Stephen Monaghan

Tax preparation services available through Tax Solutions

Mortgage services available through Mortgage Teacher Ltd.

Crystal Monaghan

Licensed Assistant

Having worked in various lending and investment advisor roles since 2001, Crystal brings extensive financial service industry experience to our team.

 

Crystal joined The Monaghan Wealth Team in 2018 as a licensed assistant and strives to deliver an exceptional experience to our clients. Crystal works with our investment and insurance clients, addresses client inquires and assists in all aspects of the business.

 

Crystal holds her mutual fund license and is currently working on obtaining her Life License Qualification Program (LLQP.)

 

Not only has Crystal become an integral member of our team, she is also married to Stephen!

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.