Our Team
With over 15 years of combined industry experience, our team have been helping individuals, families and business owners meet their life goals and financial objectives, while protecting what matters most.
The Team
As you search for your perfect advisor, just know our team collaborates in ways not common within our industry. Giving every client the power of our entire network, every time.
"From my very first meeting with them, I knew I was in good hands. They made me feel comfortable right away, were very informative and clearly passionate about helping people plan for their futures."
Tiffany M.
Kevin John Moniz, CFP®, CLU®, CHS™
Founder | Certified Financial Planner® | Chartered Life Underwriter® | Certified Health Insurance Specialist™
At a very young age, I sensed the peace, security and dignity that successful financial planning, budgeting, saving and investing could provide. This realization inspired me to enter the financial services industry to help people like my brother and mother, feel confident in their financial situation and provide overall security for their future.
With over 10 years of invaluable experience in both sales and marketing, I finally made the sale of a lifetime. I sold myself on following my dreams and becoming a financial security advisor.
Early in my career, clients were attracted by my strong desire to guide others on the path to achieving their financial goals and dreams. I’ve dedicated my career to working with motivated individuals who want to invest in their most important asset: themselves. Together we develop a complete financial security plan which is as unique as they are; This career has become my life’s passion.
Today, I remain committed to educating, empowering and inspiring as many people as possible to take control of their financial destiny.
Coming from a family of movie buffs, I can say with certainty that you are the director of your own life. Proper financial security planning can help that blockbuster idea become a reality!
+1 (647) 725-9663 x 700
"Never did I imagine I'd ever need a financial advisor. After meeting with them for the very first time, that perspective changed immediately. They made me think long and hard about my financial goals and my family's future needs."
Danny A.
Faith Jonkman
Financial Advisor | Investment Representative
I am privileged to have learned about personal finances in my upbringing and education; but have long been aware of the lack of knowledge surrounding this in society. This awareness encouraged me to become a financial advisor so I can share my gift and work towards building a stronger community through individual financial freedom.
Since the beginning, I have been focused on providing quality financial services. I remain current on the rapid evolution of the financial world so that I can provide my clients comfort in knowing they have the right product solutions for their individual situation.
In a world full of information overload, I strive to be direct, clear, and practical. I promote balance in all aspects of your life, from your health and wellness to your financial strategies. Nothing should be compromised, and all should be enjoyed.
I take great pride in educating and empowering the next generation of leaders. Being an advocate for financial literacy has given me great opportunities to lead workshops, sit on panels, and meet clients who seek guidance in setting themselves up for success. I believe great financial planning can reduce stress, increase confidence, and attain dreams. It is time to write your own destiny.
+1 (647) 725-9663 x 701
"After one visit, I could already tell the difference between the level of advice I received from them, versus any advice I had received from any bank."
Matthew E.
Michael Wine
Financial Advisor | Investment Representative
Working in the client service industry for over twenty five years, I had the opportunity to meet with many different people and businesses. Whether working with individuals, families, business owners or professionals, I am focused on empowering my clients to plan for tomorrow so they can enjoy today and focus on what matters most to them in life.
Specializing in financial management and insurance solutions, I work with you to customize a plan specific to your objectives and goals. Whether you are looking to customize insurance benefits, ensuring financial security for future generations, business planning or even reducing taxes, each plan is tailored to you.
As every day brings its own unique share of challenges, your financial plan should be flexible to stay in step with your life and evolve with you. We plan for the expected and are prepared for the unexpected.
With the right financial plan comes peace of mind and security. You have taken the first step, now let me help you take the next one on your path to financial independence.
When I’m not working I am the assistant coach and trainer for my son’s Single A hockey team, out for walks with my dog Toby and spending time with family and friends. I am an avid sports memorabilia collector and Toronto Maple Leafs fan.
+1 (647) 725-9663 x 702
"Whether looking for insurance or you want to prepare a plan for your future, I highly recommend you see them. They want to know you on a personal level, make sure you understand everything and want you to ask questions. They want you to leave the office knowing that you came out with more knowledge then you did when you got there. Their passion to see clients happy and to see them be successful is bar none. I highly recommend you sit down with them so you too can take the proper steps to having a successful future!"
Stephanie & Nelson A.
"Never did I imagine I'd ever need a financial advisor. After meeting with them for the very first time, that perspective changed immediately. They made me think long and hard about my financial goals and my family's future needs. Our meetings were informative and very productive. They made it so easy on us. They truly care and make sure we are comfortable and well informed. I can certainly sleep easier at night."
Danny & Vanessa A.