Monique Madan is the Head of Financial Life Strategies at UPotential. We’re a leading fee-for-service financial planner dedicated to helping individuals realize their financial goals, and make empowered decisions.
Monique 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), a Chartered Financial Divorce Specialist (CFDS) and a Registered Retirement Consultant (RRC®), 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.