CFP, FMA, CFDS
Monique Madan, Head of Financial Life Strategies at UPotential, has been working in the financial services industry for over 15 years and has acquired a unique and sought-after perspective on personal financial planning. She has been featured as a financial advisor in the Globe and Mail and provided her guidance to the Financial Planning Standards Council (FPSC®) in the development of their current code of ethics and to Moody’s Analytics as a subject matter expert.
Although Monique is accredited as a CERTIFIED FINANCIAL PLANNER® (CFP) professional, a Financial Management Advisor (FMA) and a Chartered Financial Divorce Specialist (CFDS), her “back to basics” approach to financial planning is refreshing, personal and produces results that make a difference.
Whether in personal one-on-one meetings with clients, or workplace seminars, Monique’s humorous, approachable and caring nature encourages a supportive experience while offering a no-nonsense and results-driven approach to personal finance.
Watch the Pennies and the Dollars Will Take Care of Themselves
More than just a cliché, money management is the single most powerful planning tool at your disposal. The moral may be simple – live within your means – but it is exceedingly difficult to execute.
Money management means different things at different stages of the life cycle. This seminar will focus on the difference between pre- and post-retirement money management and will highlight some of the challenges and opportunities to be faced at these different times of life.
Monique is appearing at both the Milton and Markham shows on The Investor’s Guide To Thriving series this spring, joining other notable speakers for Larry Berman Live.