Simplify your customers' financial management with Monetori
Monetori is a professional services firm that combines accounting1, investments2 and insurance3 in an integrated model, powered by an innovative digital solution to simplify and transform the way customers interact with their finances.
Boost your customers' priorities!
1*Services are offered through a strategic contractual partnership with various accounting firms within Monetori’s business network.
2*Services are offered through SFL Wealth Management.
3*Insurance products and services are provided through Monetori, a licensed personal insurance brokerage.
With Monetori your customers will :
* Depending on the partnership option agreed with Monetori
Join us in simplifying your customers' financial management.
Join Monetori's network of business partners
Monetori stands out for its unique value proposition. Using our application as a strategic lever for the consulting services provided by our professionals, we offer an integrated and innovative approach.
Partnership
A strategic partnership between our two organizations would represent a significant opportunity, complementing your service offering and providing you with significant added value.
Benefits for your practice
- Access to untapped sources of revenue
- Resource sharing
- Complementary offerings and expertise
- Accelerating innovation
- Strengthening the competitive position
Services
Monetori offers a range of services tailored to the specific needs of each partner
Our collaborative approach is designed to complement your existing service offering while adding significant value. Here is a list of the services offered by Monetori:
Outsourcing of accounting services
-
- Bookkeeping
- Production of financial statements (annual, quarterly, monthly) as required
- Corporate restructuring & taxation
These services are provided through an independent accounting firm that has a contractual agreement with Monetori.
Investments
- Comprehensive financial optimization
- Portfolio analysis and optimization
- Tax strategies
- Asset management
- Performance monitoring
Please refer to the following policies
« Confidentiality », « Legal », « Complaints », « Accessibility »
Insurance
- Life, critical illness and disability insurance offer
- Setting up insurance strategies
- Estate planning
- Insurance as a tax-efficient investment vehicle
Tailor-made framing for your customers
Our target customers
Monetori assists professionals, business owners and families with every financial decision.
Professionals
- Business professionals (accountants, lawyers, engineers, etc.)
- Healthcare professionals (doctors, pharmacists, etc.)
Business owners
- Small business owners
- Owner of a management company
- Self-employed
Families in business
- Family owning and managing a family business
Monetori offers you an integrated solution that's secure, fast and accessible at all times.
About us
With over 20 years' experience in their respective fields of expertise, Philippe Bouchard1 (CIMMD) and Yann Morin Perrin CPA have decided to combine their strengths and expertise to offer a range of integrated services to their target clientele via Monetori, a virtual application combining accounting, investments and insurance.
With a mission to simplify our customers' lives by grouping all aspects of their financial management in a virtual filing cabinet that is accessible at all times, they want their customers to be able to enjoy their day-to-day lives with complete peace of mind.
In the longer term, our vision is to Transform the customer experience in the financial sector by offering an integrated and innovative approach that redefines the way customers interact with their finances.
Our corporate values are embodied in every one of our actions and decisions, and serve as a guideline in everything we do. They are indispensable to us and are at the heart of the service we offer.
Integrity
Performance