Upotential Information

A trusted name in financial services. Looking out for your best interests. Monique Madan is the Head of Financial Life Strategies at UPotential. Were 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 Moodys 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, Moniques 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. 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!