(778) 385-2372 mramadan@monarchwealth.ca

Empowering Your Future, Enriching Your Life.

We understand that your financial goals are as unique and refined as your lifestyle. Our team of experienced professionals is dedicated to providing personalised, thoughtful strategies that align with your values, priorities, and aspirations. Whether you are focused on growing wealth, preserving generational wealth, optimizing investments, or planning for a purposeful future, we offer tailored solutions designed to empower you to live life on your own terms. With a commitment to discretion, integrity, and exceptional service, we prioritize your peace of mind and long-term financial well-being. Together, we will craft a legacy that reflects your success and vision.

What We Do

Wealth Accumulation

Let’s grow your assets in a way that aligns with your personal values and long-term aspirations, ensuring a secure and prosperous future. By focusing on strategic investments, risk management, and fee minimization, we empower you to build a legacy that reflects your unique vision and enduring success.

Wealth Preservation

Let’s safeguard your assets for generations to come, providing peace of mind while maintaining the integrity of your financial legacy. With a focus on minimizing risk and maximizing stability, we ensure your wealth remains protected amidst changing market conditions, allowing you to focus on enjoying life to its fullest.

Wealth Transfer

Let us help you to seamlessly pass on your assets to future generations, preserving your legacy with efficiency and care. We work closely with you to create a thoughtful plan that honors your wishes, minimizes tax burdens, and ensures the continued success of your family’s financial future.

Matthew Ramadan, B.A. Econ, CFP, CLU

Financial Planner

Matthew Ramadan is a certified financial planner and wealth advisor.

Since 2008, Ramadan has built his own private practice, now guiding over one hundred and fifty households through every day’s financial decisions. Ramadan offers a variety of personalized services (estate planning, investment oversight, tax management, fee minimization, and insurance solutions, amongst others) to accomplish a singular goal: wealth management.

Ramadan is an expert at seeing both sides of the coin: his clients’ needs, as well as the market conditions. He tailors a client’s plans accordingly: whether to accumulate wealth, preserve it, or support it’s transfer through the generations.

Focusing on education, Ramadan earned a bachelor’s degree in economics with a minor in computer science, a CFP designation, CLU designation (concentrated on estate planning), and continues to receive annual training across all his areas of expertise. He is also an active member of Advocis, the largest professional association of financial advisors in Canada.

Matthew lives in downtown Vancouver. He is a member of the gay curling league and enjoys an active lifestyle both socially and physically. His favourite pastime is a walk in nature with his husband and two dogs.

Learn More About Us

Kyle Stepura, BBA

Licensed Assistant

Kyle was raised in Salmon Arm, BC before coming to Vancouver. He graduated from Okanagan College in 2015 with a Bachelors of Business specializing in Finance and Marketing. He is passionate about the financial planning industry, and is constantly working to continue his education in the industry. His work history involves administration and marketing roles in a wide array of industries including mining, property management, and agriculture.

On the weekend, you can often find him exploring the great outdoors, exercising, as well as testing out new breweries, coffee shops, and restaurants.

Contact

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