About me

I am a Financial Services Professional, licensed in Alberta and British Columbia, and I structure and execute clear strategies aligned with your personal and business goals.

My focus is practical financial education: I explain, simplify, and build pathways that bring clarity, security, and direction to important decisions, because when you understand, you decide better.

I believe in the power of those who choose to take control of their financial lives.

So I leave you with a reflection: is your financial plan aligned with the future you want to build?

If you're not sure yet, we can schedule a 30‑minute conversation, at no cost to you, to review your current situation and your goals. Sometimes the first step is simply understanding where to begin or getting a second opinion on where you stand.

Book a 30‑minute conversation
Monique Verchai

About the approach

Every client is unique, and so is every plan.

My approach is educational. I guide clients through a clear, practical, and educational process. My focus is helping you understand your options so you can make confident decisions. Every strategy I build is aligned with your goals, your priorities, and the future you want to create.

Services

01

Protect what matters.

Insurance for life's what-ifs, so a setback never becomes a crisis.

  • Life Insurance
  • Critical Illness Insurance
  • Travel Insurance
  • Disability Insurance
  • Health & Dental Insurance
  • Accident Insurance
  • Mortgage‑related Insurance
  • Cancer Insurance
  • Will Preparation, Funeral Planning, and Concierge Service
02

Grow your money.

Investments and open accounts, matched to your goals and timeline.

  • RRSP
  • RESP
  • RDSP
  • TFSA
  • FHSA
  • Non‑Registered
  • LIRA
  • Locked‑In RRSP
  • RRIF
  • LIF
03

Benefits & lending.

For your team and your borrowing needs.

  • Group Benefits
  • Lending Products
04

Beyond, with partners.

The rest of the picture, through trusted referral partners.

  • Lending Referrals
  • Mortgage Referrals
  • Debt Management Referrals
  • Home & Auto Insurance Referrals
  • Pet Insurance Referrals
  • Commercial Insurance Referrals
  • Health & Benefits Referrals

Travel insurance.

Coverage for Visitors to Canada, Super Visa applicants, and Canadian residents travelling abroad. Get in touch and I'll prepare a tailored quote.

01

Visitors to Canada

For guests and family visiting on a visitor visa or permit.

02

Super Visa

For parents and grandparents of Canadian citizens or permanent residents.

03

International Travel

For Canadian residents travelling abroad.

Pre-existing conditions require a manual assessment. If there's a pre-existing condition, I'll contact you by phone or email to gather a few more details before quoting.

01

Insurance & protection.

Strategies designed to safeguard your family, income, and long-term stability.

  • Life Insurance
  • Critical Illness Insurance
  • Travel Insurance
  • Disability Insurance
  • Health & Dental Insurance
  • Accident Insurance
  • Mortgage‑related Insurance
02

Investments & open accounts.

Investments and open accounts, matched to your goals and timeline.

  • RRSP
  • TFSA
  • FHSA
  • Non‑Registered
  • LIRA
  • Locked‑In RRSP
  • RRIF
  • LIF
03

Benefits & lending.

For your team and your borrowing needs.

  • Group Benefits
  • Lending Products
04

Trusted referrals.

Through trusted, vetted partners, these complementary services support your full financial picture.

  • Lending Referrals
  • Mortgage Referrals
  • Debt Management Referrals
  • Home & Auto Insurance Referrals
  • Pet Insurance Referrals
  • Commercial Insurance Referrals
  • Health & Benefits Referrals
The full list of products I can help you with
  • Life Insurance
  • Critical Illness Insurance
  • Travel Insurance
  • Disability Insurance
  • Health & Dental Insurance
  • Accident Insurance
  • Mortgage-related Insurance
  • RRSP · TFSA · FHSA
  • Non-Registered Accounts
  • LIRA · Locked-In RRSP
  • RRIF · LIF
  • Group Benefits
  • Lending Products
  • Lending Referrals
  • Mortgage Referrals
  • Debt Management Referrals
  • Home & Auto Referrals
  • Pet Insurance Referrals
  • Commercial Insurance Referrals
  • Health & Benefits Referrals

Career

Interested in Part‑Time or Full‑Time
Opportunities in the Financial Industry?

Whether you're exploring a career change or looking for flexible part‑time income, the financial industry offers powerful opportunities for growth and long‑term development.

If you'd like to understand how the industry works, or how part‑time and full‑time roles operate, you can book a conversation with me.

Learn About Career Opportunities

Contact

Let's build a plan for the future you want.

Whether you want clarity, a second opinion, or simply to know where to begin, it starts with a conversation. Tell me in a few words what you're looking for, so I know exactly how to help.

Book online
Choose a slot that works, confirmed instantly.
WhatsApp
A few words on what you're looking for is perfect.
Socials
@moniqueverchai