UPotential
Monique Madan, CFP
CFP
Pricing
What they charge
Fees for this firm aren't listed here. Contact the planner directly for current pricing.
Fee model
Hourly
Client minimum
Not stated
Coverage
North York (Toronto), ON
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay UPotential
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Divorce financial planning
What's included
Services
Comprehensive planning, retirement, investment planning (advice), divorce financial planning; refers out portfolio management
Work with UPotential
Advice-only and commission-free, CFP
Independently listed in our fee-only directory. Last checked June 2026.
Keep comparing
More fee-only planners
A Money Maker Mindset
Lori Curtiss, MBA, CFP, CFBS
Fee model
Coverage
Virtual across Canada
Financial psychology / behavioural finance
ABZ Financial Planning
Jason Flynn, CFP
Fee model
Coverage
Virtual across Canada
DIY investors; family caregivers (RDSP, DTC, Henson Trust); RCMP members
Alaphia Financial Wellness
Natasha Knox, CFP, TEP, FBS
Fee model
Coverage
Virtual across Canada
Financial therapy; sudden wealth; purpose-driven millennials/GenX