Monique Madan

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Monique Madan, lead financial life strategist at Upotential, 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.

Create Your Personal Pension Plan

Ah, retirement! Finally, we can live exactly the way we want to. In my case, that’s learning to cook international cuisines, dancing with Javier...

Failure to Launch: What’s a Parent to Do?

Popular TV shows like Schitt’s Creek and Arrested Development feature children who cannot function without the financial support of their affluent families. Caricatures of...

“Hey Movember, Meet No Spender”

Through their annual “Grow a Moustache” campaign, Movember has raised awareness of men’s health issues. Paying homage to it, I created a campaign I...

When Are Bargain Hunters the Prey?

I don’t shop often but when I do, I go to outlet malls. The one closest to me is a sprawling 1.3-million square foot...

It’s Okay to Want What You Want

I help clients achieve their financial goals. Sounds simple, right? Well it can be, when they identify what they are. I mean, how can...

Save it, Sister!

I never trusted commercials that claimed that a snack “tastes good and is good for you”. That just didn’t match my own experience. I...

Need a Financial Advisor? It’s as Easy as 1,2,3

In the 70s, in my “home ‘ec” class we learned rudimentary cooking skills and how to thread a sewing machine. In other words, lots...