The Moneta Planning Group strives to meet the demands of the rapidly evolving world of financial planning. Through an interactive approach we are able to help our clients clearly identify their financial vision and through modularized processes define what pathway will help them achieve these goals. The proposed strategy will be evaluated on a number of risk assessment levels to ensure that achievement of the plan will endure any critical financial events that will or may happen.

Our philosophy is founded on integrity and trust. We will do our utmost to be professional, respectful and as time responsive as possible. We will continually put our reputations to the test and earn the right to our client’s loyalty.

WE HAVE MOVED!!!!!

Moneta Planning Group Inc. now has 2 offices.

 

Our group benefit division, comprised of

Mark Canduro & Sharon Tenney, are at:

 

Suite 214, 200 Carnegie Drive

St. Albert, AB  T8N 5A7

Phone: 780-460-4327

Fax: 780-460-9527

Toll-Free: 1-877-423-2727

 

Mark Canduro B.Sc, CLU
Employee Benefits Director
(780) 460-4327
mark@monetaplanning.com

 

Member of Employer Benefits Advisors Inc. (EBAI)

Canada's Leading National Association of

Independent Benefit Advisors

Sharon Tenney
Group Customer Service Associate
(780) 460-4327
sharon@monetaplanning.com

Moneta Planning Group’s main office is now at:

 

4416 - 97 Street NW

Edmonton AB  T6E 5R9

Phone: 780-439-3600

Fax: 780-424-8544

Toll-Free:1-877-917-7731

Info@monetaplanning.com

 

 

Brad Kezema CFP, CLU
Investment Representative,

Quadrus Investments Services Ltd.

Financial & Insurance Advisor
(780) 439-3600 ext. 223
brad@monetaplanning.com

M. Patrick Souliere CFP, CLU, CHFC
Financial & Insurance Advisor
(780) 439-3600 ext. 225
pat@monetaplanning.com

 

Janice Tchida
Client Administrative Associate

(780) 439-3600 ext. 221
janice@monetaplanning.com