Our Team

Monaghan Wealth management
In Guelph & Orangeville.

Our team

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Stephen Monaghan

Financial Advisor
I have been financial planning and advising clients of all ages and backgrounds on how to better manage their investments and ultimately build a great future for themselves and their families, all while managing the risks associated with their day to day life.
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Crystal Monaghan

Licensed Assistant
Having worked in various lending and investment advisor roles since 2001, Crystal brings extensive financial service industry experience to our team.
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Shayne Monaghan

Bookkeeper & Tax Specialist
I have been financial planning and advising clients of all ages and backgrounds on how to better manage their investments and ultimately build a great future for themselves and their families, all while managing the risks associated with their day to day life.
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Terry Holmes

Bookkeeper & Tax Specialist
I have been financial planning and advising clients of all ages and backgrounds on how to better manage their investments and ultimately build a great future for themselves and their families, all while managing the risks associated with their day to day life.
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Amanda Smith

Bookkeeper & Tax Specialist
I have been financial planning and advising clients of all ages and backgrounds on how to better manage their investments and ultimately build a great future for themselves and their families, all while managing the risks associated with their day to day life.
In Memoriam

Rhian Herlihy

Rhian Herlihy

Connecting people is our business