Announcing Kyle Stepura’s New Role

Kyle will take a more active part in client meetings, investment reviews, and financial planning conversations.<!–

Monarch Wealth

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Kyle Stepura’s New Role

Happy Monday!

I’m pleased to introduce Kyle Stepura as Associate Financial Advisor in his new role with our practice.

Many of you already know Kyle. For the past seven years, he has worked with our clients as a licensed assistant, developing a strong understanding of their accounts and the service they expect from our team. In his new role, Kyle will take a more active part in client meetings, investment reviews, and financial planning conversations, working alongside me.

I have great confidence in Kyle’s knowledge, judgment, and commitment to our clients. I’m excited for you to get to know him in this expanded capacity.

As Kyle grows into his new role, our wonderful administrative assistant, Jordon Navratil, will be taking on many of the administrative tasks Kyle previously handled. Jordon supports our team and clients across all administrative matters, and you can continue to count on him for attentive, timely assistance.

Thank you for the ongoing trust you place in our team.

Warm Regards,

Matthew Ramadan

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Email us for more information

Call us: 1 (604) 210-5700

This material, intended for the exclusive use by the recipients who are allowable to receive this document under the applicable laws and regulations of the relevant jurisdictions, was produced by and the opinions expressed are those of Matthew Ramadan at Monarch Wealth as of the date of this publication, and are subject to change based on market and other conditions. The information and/or analysis contained in this material have been compiled or arrived at from sources believed to be reliable but Matthew Ramadan does not make any representation as to their accuracy, correctness, usefulness or completeness and does not accept liability for any loss arising from the use hereof or the information and/or analysis contained herein. The information in this document including statements concerning financial market trends, are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.

All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients should seek professional advice for their particular situation. Past performance does not guarantee future results.

Stocks, bonds and mutual funds are offered through Monarch Wealth Corporation. Insurance products and services are offered through Matthew Ramadan at Monarch Wealth.

Monarch Wealth Corporation is a member of the Canadian Investor Protection Fund

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