Matthew Ramadan

Certified Financial Planner at Monarch Wealth Systems Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
CA

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5.0

/5.0
/ Based on 2 ratings
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Victoria Nevmerjitskaia

Matthew is highly professional expert in financial industry. Passionate, knowledgeable, found a good financial solution for my family.

Cathy Waterman (née Seto)

You will find Matthew to be a genuine, kind and compassionate person. Matthew will listen and find solutions for your needs.

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Credentials

  • Chartered Life Underwriter
    The Institute for Advanced Financial Education
    Sep, 2020
    - Sep, 2024
  • Certified Financial Planner (CFP®)
    Financial Planning Standards Council
    Jul, 2014
    - Sep, 2024
  • Wealth Management Essentials
    Canadian Securities Institute (CSI)
    Oct, 2011
    - Sep, 2024
  • Life Insurance License (LLQP)
    Advocis
    Sep, 2008
    - Sep, 2024
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Oct, 2007
    - Sep, 2024

Experience

  • Monarch Wealth Systems Inc.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Certified Financial Planner
      • Nov 2017 - Present

      https://spearfinancial.ca/ https://spearfinancial.ca/

  • Manulife Securities
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Certified Financial Planner
      • Sep 2011 - Nov 2017
  • Investors Group Financial Services Inc.
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Consultant
      • Jul 2008 - Sep 2011
  • Bank of Montreal
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Financial Services Manager
      • Aug 2006 - Aug 2007
  • RBC
    • France
    • Design Services
    • 1 - 100 Employee
    • Client Services Representative
      • Apr 2005 - Sep 2006

Education

  • University of Victoria
    BA, Economics
    2004 - 2008

Community

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