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.
Membership in the “Two Comma Club”:
A Million Ain’t What It Used To Be
Generations have used the $1,000,000 dollar mark as a guide-post to feeling wealthy. While membership in the “Two Comma Club” has its privileges, the dollar amount alone does not tell the whole story.
To some, a million dollars will translate into a very comfortable retirement with funds left over to bequeath to the next generation. To others, a million dollars is grossly insufficient. Join me for this brief presentation during which I will reveal some of the factors that make the difference between an ample retirement and a retirement at risk. Those factors may surprise you.
Monique is appearing at both the Markham and Toronto shows on The Investor’s Guide To Thriving series this fall, joining other notable speakers for Larry Berman Live Fall 2018 – Uncharted Territory.