Wealth Management by Monica Weissmann - Manulife Wealth Inc.

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Wealth Management by Monica Weissmann - Manulife Wealth Inc.

Senior Financial Advisor, Manulife Wealth Inc. | Life Insurance Advisor, Wealth Management by Monica Weissmann

Empowering hard-working professionals, business owners, executives and women in particular, with independent, unbiased and comprehensive financial advice on how to safely manage, protect and grow wealth, generate income for retirement and optimize the transfer of wealth for the next generation. Stocks, bonds and mutual funds are offered through Manulife Wealth Inc. Insurance products and services

are offered through Manulife Securities Insurance

Disclaimer: http://www.manulifesecurities.ca/disclaimers/

05/29/2026

Monica at the 25th CIFPs Annual National Conference - Canada’s premier gathering for financial planning professionals. Events like these reinforce the importance of continuous learning and staying ahead in an ever-evolving financial landscape.

05/26/2026

The most successful financial plans aren't built overnight. They evolve with your life, your priorities, and changing market conditions.

Take the time to review your financial strategy regularly and ensure it remains aligned with your long-term objectives.

05/21/2026

May this season inspire growth, wisdom, and abundance in life's every aspect. 🌿✨ Wishing you and your family a blessed Shavuot. 💙

With warm wishes,
Monica Weissman

05/17/2026

Building wealth often starts with small, consistent habits. 💰 For example, automatically setting aside even 10% of each paycheque into savings or investments before spending on anything else can help build long-term financial security over time.

05/15/2026

Whether your dream retirement includes travel, more time with family, pursuing new passions, or simply having peace of mind, the decisions you make today can help shape tomorrow. Small, consistent steps taken early can make a significant difference over time. If you would like guidance on building a retirement plan that aligns with your goals, contact Monica Weissmann to start the conversation.
📞 Office: 416-628-5770 ext 3910
Email: [email protected]

05/10/2026

💐 5 Financial Lessons We Learned From Mom 💐
1️⃣ Spend wisely, not impulsively
2️⃣ Always save for a rainy day
3️⃣ Hard work and consistency pay off
4️⃣ Giving back is just as important as earning
5️⃣ Avoid unnecessary debt and live within your means

Some of the best financial advice starts at home. What’s the most valuable money lesson your mom taught you?

05/07/2026

Your financial goals deserve guidance you can trust.

Whether you’re planning for retirement, growing your investments, saving for a major milestone, or looking to build long-term financial security, Monica Weissmann works closely with clients to create personalized strategies tailored to their unique goals and lifestyle.

With a thoughtful, client-focused approach, Monica helps simplify the financial planning process so you can feel confident about your future. 📈

05/01/2026

Personal tax deadline has passed and you can breath a sigh of relief 👀 If you missed it, here’s what happens:
The Canada Revenue Agency charges a penalty for filing late if you owe tax, consisting of 5% of your 2025 balance owing, plus 1% for each full month it is late (up to 12 months).
Filed but can’t pay yet? Still file as penalties are lower than not filing at all.

04/29/2026

Estate planning is about clearly expressing your wishes by planning ahead.

That means creating a bullet proof will which includes all property interests, optimizes probate, delegates powers of attorney to the best possible trustees/executors, and ensures that taxation upon death will implement your legacy wishes by using trusts and estate freezes.

We work with professionals as partners to build the best solutions for our clients.

04/24/2026

Taking a moment to slow down, reset, and appreciate where you are right now can be just as important as planning what’s next. Whether it’s a walk in your neighbourhood, coffee with a friend, or simply unplugging for an hour - those small moments add up.
What’s one thing you’re doing this week just for you?

Address

4101 Yonge Street Suite 700
Toronto, ON
M2P1N6

Website

http://www.wealthmanagementmw.ca/

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