Claudio F. Meneses

Claudio F. Meneses is a seasoned financial professional with extensive experience in various roles within the investment and insurance sectors. Currently, Claudio serves as Corporate Branch Manager and Financial Advisor at Monarch Wealth Corporation, and as a Licensed Insurance Agent at Customplan Financial Advisors Inc. Previous positions include Consultant at IG Wealth Management, Investment Specialist at Scotiabank, and Insurance Agent at IDC Worldsource Insurance Network Inc. With a foundational background in the mutual fund industry, Claudio has developed expertise in portfolio management, tax-free savings, and family wealth planning. Educational qualifications include certifications in alternative mutual funds, life insurance, and financial planning, among others, demonstrating a commitment to professional development in the financial services field.