Monic Financial Group - Richmond, British Columbia

Nora L.

Monic Financial is the best financial Company among all the other financial companies which I know so far. They don't push me to buy their products and I take my time to study carefully before I make my commitment to purchase. They have seminars every week to educate their clients and prospective clients as well. Their services are diversified and they even offer private equity which I could not buy it from the banks. Melissa, my advisor, who gives me an excellent service and I am happy to be their client!

Gordon Chu

Charlene is one the greatest and nicest Monic representative I’ve ever have. She helped me out on a lot on the financial issues which also general a lot of passive income which I never known in the past.
Appreciated her works very much ! I also highly recommend Monic Financial to all my friends who want to get any Financial’s matter. They are very knowledgeable and capable to handle all sort of our Insurances and financial cases. Thank you very much !!!

May Alvarez

The service I received in the Richmond office is satisfactory and efficient enough to meet my financial needs. I feel comfortable to inquire different products regarding tax shelter/insurance packages etc. Jaclyn and Stanley are very knowledgeable with financial markets.They have been and are hosting zoomed lectures on various topics/products diligently through current pandemic. I would like to continue with Monic Financial Group in dealing with my investment planning., I may also consider introducing Monic to my children and family members when they need financial advice in regards to their wealth growth and development.

Josie Wang

I really enjoy Monic's services and seminars. Agents in Monic Financial Group focus on educate and increase customers' financial knowledge and analysis skills. They are trying to equip customers' ability to make the right and suitable financial decisions for themselves. I am glad to know Jaclyn who is a financial advisor with many financial knowledge, good integrity and very reliable. I will highly recommend Monic Financial to people who needs some helps in this area. Thank you very much!

Pamela Casuga

The advisors at Monic Financial have helped me a lot with my finances setting up short and long term goals. They helped me analyze and track my current investments, as well as diversify my investment portfolio. They also provided me with travel insurance for my upcoming trip, Exceptional service and great team.

Jori

Very nice advisors! I visited them for financial advice for both me and my husband and we were able to come up with a long term plan for our mortgage and expenses. The advisors were very patient and understanding when listening to our current situation!

Jason Wang

I have mainly been doing my own investments up until now but meeting with the advisors at Monic Financial really helped me get a better perspective on investing and diversifying my portfolio. It is easy to reach my advisor and ask any questions on things I am unclear on or need help with.

Stella Kotzte

Hi everyone! My name is Stella.

Our financial Advisor Charlene Liu, she always help
and assist us, take time to deal with any questions
and problems happened. She also always get he
answers what we needs.

I would highly recommend Monica Financial to my
family and my friends.

Keep up the good work and thank you!
Stella.