Monique Madan
- Financial Professional
- Monique Madan Financial Planner
- 55 St. Claire Ave. W. Suite 130 Toronto M4V 2Y7
- Phone: (647) 297-2376
- Email: monique@upotential.com
- Website: www.upotential.com
Monique Madan is 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.
Through personal one-on-one meetings and 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.
Although Monique is accredited as a Certified Financial Planner (CFP), a Financial Management Advisor (FMA) and a Chartered Financial Divorce Specialist (CFDS), her “back to basics” approach to financial planning is refreshing, personal and produces results that make a difference.