{"id":655,"date":"2025-09-29T18:29:09","date_gmt":"2025-09-29T18:29:09","guid":{"rendered":"https:\/\/monetori.ca\/partners\/"},"modified":"2026-02-06T13:16:48","modified_gmt":"2026-02-06T13:16:48","slug":"partners","status":"publish","type":"page","link":"https:\/\/monetori.ca\/en\/","title":{"rendered":"Partners"},"content":{"rendered":"\n<h1>\n\t\t\t<br \/>Simplify your customers&#8217; financial management with Monetori\t<\/h1>\n<h1>\n\t\t\tMonetori is a professional services firm that combines accounting<sup>1<\/sup>, investments<sup>2<\/sup> and insurance<sup>3<\/sup> in an integrated model, powered by an innovative digital solution to simplify and transform the way customers interact with their finances.<br \/><br \/>Boost your customers&#8217; priorities!\t<\/h1>\n\t<p>1*Services are offered through a strategic contractual partnership with various accounting firms within Monetori&#8217;s business network.<\/p>\n<p>2*Services are offered through SFL Wealth Management.<\/p>\n<p>3*Insurance products and services are provided through Monetori, a licensed personal insurance brokerage.<\/p>\n\t\t\t<a href=\"#avec-monetori\" target=\"_self\">\n\t\t\t\t\t\t\tRead more\n\t\t\t<\/a>\n<h2  id=\"avec-monetori\">\n\t\t\tWith Monetori your customers will :\t<\/h2>\n\t<ul>\n\t\t\t<li>\n\t\t\t\tA turnkey service to manage their investments, insurance and accounting*.\n\t\t\t<\/li>\n\t\t\t<li>\n\t\t\t\tDirect access to all their financial and company information in real time\n\t\t\t<\/li>\n\t\t\t<li>\n\t\t\t\tThe possibility of making an appointment with a professional quickly\n\t\t\t<\/li>\n\t\t\t<li>\n\t\t\t\tA tool that supports document organization\n\t\t\t<\/li>\n\t\t<\/ul>\n<h5>\n\t\t\t* Depending on the partnership option agreed with Monetori\t<\/h5>\n<h5>\n\t\t\tJoin us in simplifying your customers&#8217; financial management.  \t<\/h5>\n<h2>\n\t\t\tJoin Monetori&#8217;s network of business partners\t<\/h2>\n<h6>\n\t\t\tMonetori 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.   \t<\/h6>\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2024\/10\/relationship.png\" alt=\"relationship\" width=\"256\" height=\"256\" \/>\n\t\t\t\t\t\t<h4>Partnership<\/h4>\t\t\t\t\t\n\t\t\t<p>A strategic partnership between our two organizations would represent a <b>significant opportunity<\/b>, <b>complementing<\/b> your service offering and providing you with significant <b>added value<\/b>.<\/p>\t\t\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2025\/10\/files-1.png\" alt=\"files (1)\" width=\"75\" height=\"75\" \/>\n\t\t\t\t\t\t<h4>Benefits for your practice<\/h4>\t\t\t\t\t\n\t\t\t<ul><li>Access to untapped sources of revenue<\/li><li>Resource sharing<\/li><li>Complementary offerings and expertise<\/li><li>Accelerating innovation<\/li><li>Strengthening the competitive position<\/li><\/ul>\t\t\n\t\t\t<a href=\"#contact-sec\" target=\"_self\">\n\t\t\t\t\t\t\tContact us\n\t\t\t<\/a>\n<h2  id=\"services\">\n\t\t\tServices\t<\/h2>\n<h5>\n\t\t\tMonetori offers a range of services tailored to the specific needs of each partner\t<\/h5>\n<h6>\n\t\t\tOur collaborative approach is designed to complement your existing service offering while adding significant value. Here is a list of the services offered by Monetori: \t<\/h6>\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2024\/10\/calculator.png\" alt=\"calculator\" width=\"256\" height=\"256\" \/>\n\t\t\t\t\t\t<h4>Outsourcing of accounting services<\/h4>\t\t\t\t\t\n\t\t\t<ul>\n<li>\n<ul>\n<li>Bookkeeping<\/li>\n<li>Production of financial statements (annual, quarterly, monthly) as required<\/li>\n<li>Corporate restructuring &amp; taxation<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><em>These services are provided through an independent accounting firm that has a contractual agreement with Monetori.<\/em><\/p>\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2024\/10\/job-offer.png\" alt=\"job-offer\" width=\"256\" height=\"256\" \/>\n\t\t\t\t\t\t<h4>Investments<\/h4>\t\t\t\t\t\n\t\t\t<ul><li>Comprehensive financial optimization<\/li><li>Portfolio analysis and optimization<\/li><li>Tax strategies<\/li><li>Asset management<\/li><li>Performance monitoring<\/li><\/ul>\t\t\n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t<p>Please refer to the following policies\u00a0<br \/><\/p>\n<p>\u00ab <a href=\"https:\/\/www.worldsourcewealth.com\/privacy\" target=\"_blank\" rel=\"noopener\">Confidentiality<\/a> \u00bb, \u00ab <a href=\"https:\/\/www.worldsourcewealth.com\/legal\" target=\"_blank\" rel=\"noopener\">Legal<\/a> \u00bb, \u00ab <a href=\"https:\/\/www.worldsourcewealth.com\/complaints\" target=\"_blank\" rel=\"noopener\">Complaints<\/a> \u00bb, \u00ab <a href=\"https:\/\/www.worldsourcewealth.com\/accessibility\" target=\"_blank\" rel=\"noopener\">Accessibility <\/a>\u00bb<\/p>\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2024\/10\/quality-assurance.png\" alt=\"quality-assurance\" width=\"256\" height=\"256\" \/>\n\t\t\t\t\t\t<h4>Insurance<\/h4>\t\t\t\t\t\n\t\t\t<ul><li>Life, critical illness and disability insurance offer<\/li><li>Setting up insurance strategies<\/li><li>Estate planning<\/li><li>Insurance as a tax-efficient investment vehicle<\/li><\/ul>\t\t\n\t\t\t<a href=\"#contact-sec\" target=\"_self\">\n\t\t\t\t\t\t\tContact us\n\t\t\t<\/a>\n<h2>\n\t\t\tTailor-made framing for your customers\t<\/h2>\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2025\/10\/consultant.jpg\" alt=\"Businessman, meeting and discussion with client for partnership, b2b or hiring at office. Business people or intern talking to executive for recruiting, interview or discussing contract at workplace.\" itemprop=\"image\" height=\"667\" width=\"1000\" title=\"Businessman, meeting and discussion with client for partnership, b2b or hiring at office. Business people or intern talking to executive for recruiting, interview or discussing contract at workplace\" onerror=\"this.style.display='none'\" loading=\"lazy\" \/>\n<h2  id=\"services\">\n\t\t\tOur target customers\t<\/h2>\n<h6>\n\t\t\tMonetori assists professionals, business owners and families with every financial decision.\t<\/h6>\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2025\/06\/doc.png\" alt=\"doc\" width=\"256\" height=\"256\" \/>\n\t\t\t\t\t\t<h4>Professionals<\/h4>\t\t\t\t\t\n\t\t\t<ul><li>Business professionals (accountants, lawyers, engineers, etc.)<\/li><li>Healthcare professionals (doctors, pharmacists, etc.)<\/li><\/ul>\t\t\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2025\/06\/biz2.png\" alt=\"biz2\" width=\"256\" height=\"256\" \/>\n\t\t\t\t\t\t<h4>Business owners<\/h4>\t\t\t\t\t\n\t\t\t<ul><li>Small business owners<\/li><li>Owner of a management company<\/li><li>Self-employed<\/li><\/ul>\t\t\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2025\/06\/familybiz2.png\" alt=\"familybiz2\" width=\"256\" height=\"256\" \/>\n\t\t\t\t\t\t<h4>Families in business<\/h4>\t\t\t\t\t\n\t\t\t<ul><li>Family owning and managing a family business<\/li><\/ul>\t\t\n\t\t\t<a href=\"#contact-sec\" target=\"_self\">\n\t\t\t\t\t\t\tContact us\n\t\t\t<\/a>\n<h2  id=\"avis\">\n\t\t\tMonetori offers you an integrated solution that&#8217;s secure, fast and accessible at all times.\t<\/h2>\n<h2  id=\"a-propos\">\n\t\t\tAbout us\t<\/h2>\n<h6>\n\t\t\tWith over 20 years&#8217; experience in their respective fields of expertise, Philippe Bouchard<sup>1<\/sup> (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.\t<\/h6>\n<h6>\n\t\t\tWith a mission to <em>simplify our customers&#8217; lives by grouping all aspects of their financial management in a virtual filing cabinet that is accessible at all times, <\/em> they want their customers to be able to enjoy their day-to-day lives with complete peace of mind.\t<\/h6>\n<h6>\n\t\t\tIn the longer term, our vision is to <em>Transform the customer experience in the financial sector by offering an integrated and innovative approach that redefines the way customers interact with their finances<\/em>.\t<\/h6>\n<h6>\n\t\t\tOur 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.\t<\/h6>\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2024\/10\/integration.png\" alt=\"integration\" width=\"256\" height=\"256\" \/>\n\t\t\t\t\t\t<h4>Integrity<\/h4>\t\t\t\t\t\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2024\/10\/chart.png\" alt=\"chart\" width=\"256\" height=\"256\" \/>\n\t\t\t\t\t\t<h4>Performance<\/h4>\t\t\t\t\t\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/monetori.ca\/wp-content\/uploads\/2024\/10\/relationship.png\" alt=\"relationship\" width=\"256\" height=\"256\" \/>\n\t\t\t\t\t\t<h4>Collaboration<\/h4>\t\t\t\t\t\n<h6>\n\t\t\t1*Philippe Bouchard is a Financial Security Advisor affiliated with Monetori, a personal insurance brokerage. He is also a registered representative affiliated with SFL Wealth Management, an investment dealer firm and member of the Canadian Investment Regulatory Organization (CIRO). As part of his professional obligations, he maintains compliance with CIRO continuing education requirements, including the mandatory credits in compliance and professional development for the current cycle.\t<\/h6>\n<h2  id=\"contact\">\n\t\t\tDo you have any questions?\t<\/h2>\n<h5>\n\t\t<a href=\"mailto:info@monetori.ca\" title=\"Contact us at info@monetori.ca\"  target=\"_self\">\n\t\t\tContact us at info@monetori.ca \t\t<\/a>\n\t<\/h5>\n<h5>\n\t\t\tor\t<\/h5>\n<h5>\n\t\t<a href=\"tel:514-934-6049\" title=\"Contact us between 9am and 5pm, Monday to Friday at 514-934-6049\"  target=\"_self\">\n\t\t\tContact us between 9am and 5pm, Monday to Friday at 514-934-6049\t\t<\/a>\n\t<\/h5>\n<h5>\n\t\t<a href=\"tel:5149346049\" title=\"\"  target=\"_self\">\n\t\t\t\t\t<\/a>\n\t<\/h5>\n\n","protected":false},"excerpt":{"rendered":"<p>Simplify your customers&#8217; 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&#8217; priorities! 1*Services are offered through a strategic contractual partnership with various accounting&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_seopress_robots_primary_cat":"","_seopress_titles_title":"Monetori - Simplify your financial management","_seopress_titles_desc":"Monetori is a financial advisory firm that combines accounting, investments and insurance in an integrated model, powered by an innovative digital solution to simplify and transform the management of your finances.","_seopress_robots_index":"","footnotes":""},"class_list":["post-655","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/monetori.ca\/en\/wp-json\/wp\/v2\/pages\/655","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monetori.ca\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/monetori.ca\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/monetori.ca\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/monetori.ca\/en\/wp-json\/wp\/v2\/comments?post=655"}],"version-history":[{"count":7,"href":"https:\/\/monetori.ca\/en\/wp-json\/wp\/v2\/pages\/655\/revisions"}],"predecessor-version":[{"id":756,"href":"https:\/\/monetori.ca\/en\/wp-json\/wp\/v2\/pages\/655\/revisions\/756"}],"wp:attachment":[{"href":"https:\/\/monetori.ca\/en\/wp-json\/wp\/v2\/media?parent=655"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}