Mona Irwin


Mona’s key roles are focused on implementation of client’s financial plans, placement of new investments, portfolio re-balancing and client service issues.   

Mona joined our team in 2001 and brings with her 20 years of experience in the financial services and banking industry.  She has been able to readily apply that knowledge and provide excellent support for our clients. 

In addition, Mona’s strong organizational abilities make her a key asset as she regularly interacts with clients, other advisors, lawyers and accountants to ensure all financial affairs are in proper order.