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.

Money SOS: Emergency Fund Basics

An emergency fund is the least sexy of all the financial planning topics. However, knowing that your financial obligations will be covered for a...

Salary or Dividends, Which is Best for Small Business Owners?

I have taken countless exams over the course of many years of study. Frequently, they use multiple-choice questions. Yet, I’ve never seen the option,...

4 Easy—and Legit Ways— to Save Tax in 2019

In the coming weeks, we’ll be busy collecting receipts, following up on t-slips that have been misplaced and wishing that we could have done...

Financial Planner or Portfolio Manager— How to Choose the Right One

For the past 17 years, I’ve been a certified financial planning professional (CFP). During all that time, I’ve been explaining to people what I...

A 30-minute Investment That Pays All Year

Have you ever stuck to a New Year’s resolution? Me neither. It doesn’t take long for the best of intentions to get side-tracked by...

A Primer on “Giving Tuesday”

Family get-togethers for U.S. Thanksgiving are quickly followed up by retail therapy on Cyber Monday.  After all, who doesn’t need a little retail therapy...

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...