Wedding Vows Instead of Money Woes

June 22, 2021 • 1:00pm

Financial stressors can affect an otherwise blissful union. In fact, a study produced by Money Magazine found that a whopping 70% of married couples argue about money. Join me for a discussion on budgeting and shared goal setting, to eliminate these stresses from your marriage equation. This seminar will discuss:

1) The seeds of the conflict: yours, mine, and ours
2) Strategies to strengthen your household’s finances
3) The single most important component to wedded bliss

Register Using the Form Below

“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.