About us.

A trusted name in financial services.

Looking out for your best interests.

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.

“All your suggestions are doable, and incredibly helpful. I really appreciate it, I feel like I have more control over my finances and a clearer game plan on how to move forward with my goals.”

L.D.Ancaster, Ontario.

“Thanks again Monique for all of the in-depth analysis that you did for us regarding our retirement readiness & options. That has really provided us with an excellent idea and foundation of what we need to do and where we need to be financially to obtain our retirement goals!”

C.P. and A.KMarkham, Ontario

“Monique, you have been amazing for me. Exactly the information I needed to be comfortable.”

G.B.Toronto, Ontario

“Finally! A Certified Financial Planner who demystifies the whole process. She can explain complicated concepts in a very straightforward and simple, yet accurate, manner. And, when necessary, she can go toe-to-toe with any CA! Because she works on a fee-for-service basis (i.e. she’s not remunerated for selling financial products), I knew she had my best interests at heart. And to top it off, Monique is delightful to work with. She makes financial planning … almost fun! I now sleep better at night knowing that my finances are in order.”

D.S.Toronto, Ontario

Address
5160 Yonge St, Suite 1860
North York, ON M2N 6L9

Contact
(647) 297-2376
monique@upotential.com

Hours
Monday – Friday
9:00am – 5:00pm

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UPotential is a fee-for-service financial planner – meaning that our compensation is based on a transparent, pre-established rate agreed upon before our engagements begin. We do not receive any compensation from, and do not offer, the sale of any investment or insurance related products/services. As a UPotential customer you will be under no obligation to utilize any particular investment or insurance product/service to action any of the plans we create. If you wish to engage the services of ETF Capital Management – a registered portfolio manager – you should be aware (and will be made aware at the time) that UPotential is under common ownership. Our goal is to help you get the most out of your money – so we will act always in the best interests of our clients, with full transparency, and in a manner which aligns our interests accordingly.