“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
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.
Save it, Sister!
I never trusted commercials that claimed that a snack “tastes good and is good for you”. That just didn’t match my own experience. I feel the same way about finances: what is good for my pocketbook doesn’t usually match my appetite to spend now.
Need a Financial Advisor? It’s as Easy as 1,2,3
In the 70s, in my “home ‘ec” class we learned rudimentary cooking skills and how to thread a sewing machine. In other words, lots of “home”, not much “‘ec”. It’s no wonder that so many of us have little-or-no financial literacy.