The Mentorship Series: Become the Advisor You Would Seek For Yourself

FOR IMMEDIATE RELEASE – Monica Weissmann is an independent financial advisor who runs her business on the Manulife Securities platform. Her path into the financial services industry is a unique one.

Her personal story is just one way she can distinguish herself and her practice for her clients, as she recently explained at the advanced mastery class held at Knowledge Bureau’s Distinguished Advisor Workshop.

Originally trained as an engineer, Monica became a financial advisor in 2000 when she could not find a financial advisor to fulfill her own needs as a client—in effect, she became the financial advisor she was looking for. Now she applies her analytical skills and passion for helping others to solving complex problems and providing customized wealth management solutions for her many clients.


So what do smart, savvy customers like Monica look for in a financial advisor? She discusses these keys to satisfying clients in her video, live from the Distinguished Advisor Workshop in Toronto, where she is a regular attendee:

• The importance of winning your clients’ trust and always putting their interests at the centre of what you do.
• Seeking deep knowledge about strategies and products through professional education—“the learning never ends.”
• Ways to differentiate yourself and your practice from the mass of financial advisors in the marketplace.

Monica Weissmann is an independent financial advisor and runs her business on the Manulife Securities Incorporated platform. She holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. Originally trained as an engineer, Monica’s motto is “Money making advice, engineered to last.” She began her career in the financial services industry when she couldn’t find a financial advisor to suit her own needs. Today she offers wealth management solutions tailored to the individual needs of her many clients.

About the Distinguished Advisor Workshop (DAW):


Knowledge Bureau offers comprehensive Distinguished Advisor Workshops (DAW) three times a year, in January, June and October/November. Designed for the busy financial professional who needs to update and refresh knowledge and skills in advanced technical subject areas, these one-day workshops are also ideal for training staff and earning certification for CE/CPD credits. The fall 2015 DAW will focus on Family Business & Year-End Tax Planning. Click here for more information and to register.

About Knowledge Bureau:

Knowledge Bureau is a national post-secondary educational institute and publisher focused on excellence in financial education for advisors and their clients. Through online courses and live learning events taught by industry leaders, over 10,000 professionals have earned the certification, diplomas and professional designations they need to fill knowledge gaps, excel in their careers and position their professional practices for change and growth.