Member

Monique Madan

Toronto

QWealth Partners

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Monique Madan

Member Bio

(This member hasn't written a bio yet!)

As a fee-for-service financial planner, I help individuals, couples and families to articulate their financial goals and then review their current financial situations and recommend strategies that will get them to their goals. I have extensive experience in money management, behavioural finance, taxation, investments, retirement planning, divorce planning and estate planning.

Over the years I have worked in private practice, public service, not-for-profit agencies as well as a brokerage setting. As a result, I have acquired a unique and sought-after perspective on financial planning.

Specializations

Financial Planning
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)
FMA
RRC

Compensation Models

Fee Only - Retainer Based

Professional Associations

CIFPs

Education

University

Assets Under Management

Practice Size

Investment License

None

Provinces Licensed (Investment)

Ontario
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.