We are a group of independent Financial Advisors and Insurance Agents that share the same values and mission. We help clients and their families grow wealth and manage financial risk.
Why Are We Different?
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Independent Advice.
We are independent Financial Advisors and Insurance Agents. This means we don’t work for a company, we work for our clients. Meeting your needs is our priority, and with access to products from the majority of insurance and investment companies we can truly help you find the right solution.
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Personalized Service.
We recognize that each client is unique and we tailor our services accordingly.
We offer flexible appointment hours. You can book an in person meeting or virtual meeting that fits with your schedule. If you can't make it into our office in Markham, we are happy to meet at your home or office.
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60+ Years of Experience.
We believe that sharing best practices help us become better advisors to our clients. Collectively, we have over 60+ years of experience and best practices in the financial and insurance industries.
Who We Are
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Jennifer Stoddard
Financial Advisor, B.A., CLU, CFP
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Jim Stoddard
Financial Advisor, CFP, CLU, CHFC
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Patti Stoddard
Insurance Agent, BBA, M.Litt
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Betty Choi
Administrative Assistant, B.Sc.
Some Of Our Providers
Authorized distributor of life insurance products.
All mutual funds are sold through Monarch Wealth Corporation, a registered mutual fund dealer. Commissions, trailing commission, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus/fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. To obtain a prospectus or fund facts, or further information, please contact your Representative.
All non-mutual funds related business conducted by your Representative is not in the capacity of an employee or agent of Monarch Wealth Corporation and is not the responsibility of Monarch Wealth Corporation. Non-mutual fund related business includes, without limitation, advising in or selling any type of insurance product.
