Monika Blata

Monika joined the team in 2016 as an Investment Administrator and received her CFP designation in 2022. As a young financial planner, she enjoys helping motivated individuals and families reach their financial goals. Her personal passion is to help clients with their tax planning, as she used to be an H&R Block tax preparer for many tax seasons. Monika graduated from Mendel University in Brno (Czechia) with a business economics degree. She was born and raised in Slovakia, but currently lives in Windsor, ON with her husband and two children. Monika loves reading books, travelling to different countries, and her favorite sport is skiing.