Speaking engagements.

One of the highest-rated financial planning presenters.

Monique Madan is available for live, in-person presentations for your conference, or private company event.

As the lead financial life strategist at Upotential, Monique’s humorous, approachable and caring nature encourages a supportive experience while offering a no-nonsense and results-driven approach to personal finance.

Below is a list of current presentations that Monique has available for your event. If you wish to discuss having Monique speak on a topic not listed, please email monique@upotential.com

Personal Financial Planning Throughout Your Life

Paying down student loans, saving for downpayments, raising children, caring for elderly parents, paying off mortgages, planning for retirement… oh my!

Some of these goals can seem down-right overwhelming and can make you want to toss aside your unopened credit card bill. Wouldn’t it be great to understand how to approach these goals while still eking out an enjoyable and comfortable standard of living?

Topics will include:

Creating a Sustainable Standard of Living for Life

Debt is a “Four Letter Word”

Preparing for Life’s Challenges

Keep More of What You Earn

Instead of thinking of taxes as one of the two certainties in life, consider it as a controllable expense. This informational seminar is sure to provide you with a myriad of easy-to-implement strategies.

Topics will include:

Understanding the Canadian Tax System

Easy and Effective Strategies to Minimize the Tax That You Pay

Contribute to Your RRSP or Pay Down Your Mortgage?

Retirement Planning: Taking the Guesswork Out of Your Golden Years

You can hardly wait for retirement; when you can finally devote time to the activities and people that mean the most to you. But what retirement lifestyle can you realistically afford?

Are you financially prepared for life without a steady paycheque? This retirement planning seminar will help you to determine the retirement income that awaits you, and give you strategies to enhance it.

Topics will include:

Your Personal Retirement Income Summary

Investing 101 – Time Is On Your Side

Why TFSAs might be more valuable to you than RRSPs

Money Management – The In’s and Out’s of Budgeting

“Watch the pennies and the dollars will take care of themselves.” More than just a cliché, money management is the single most powerful planning tool at your disposal. The moral is simple – live within your means. But do you really know where your money is going?

This seminar will focus on strategies that will help you to become disciplined about spending and saving – making certain that you can reach your financial goals.

Topics will include:

Coming to terms with your true spending habits

The true costs of what you spend

Laying the framework to make sure that you can handle life’s challenges

Investing 101

Many people believe that investment strategies are reserved for the ultra-wealthy. Others are intimidated and believe that their money is best stored in their freezer or mattress.

Nothing could be further from the truth. Solid investment strategies will help to bridge the gap between what you have and what you want – with your individual risk tolerance in mind. This interactive seminar is designed to empower you to become a more active and confident participant in your investments.

Topics will include:

Investing vs. gambling

Understanding how market forces work and how to keep cool during volatile times

Using the tax treatment of investments to your advantage

Matching your investment strategy to your ultimate goal

“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.