Monika is an Associate Director in our Family Office group, with over 10 years of experience providing assurance, advisory, and family office services. She works closely with entrepreneurs and families – all of whom benefit from her attentive nature and strategic mindset.
As a member of the Family Office Services group, Monika takes a holistic approach in recommending targeted and thoughtful solutions that are tailored to the individual client. She helps high net worth individuals and families navigate through the complexities of wealth management, multigenerational wealth transfer, investment portfolio management and monitoring, asset allocation, and estate planning. She leverages her previous experience as part of Fuller Landau’s assurance and advisory team to manage corporate and personal compliance requirements while identifying opportunities for tax deferral and minimization.
Monika is a mentor to various staff at the firm to ensure they are growing both professionally and personally. Outside of the office, she enjoys hiking, cycling, and experimenting with new recipes.
Academic Achievements, Memberships and Professional Designations
- Member, CPA Canada
- Member, CPA Ontario
- CPA Designation, 2010
- Bachelor of Commerce, University of Guelph