BeaconPoint Financial Security Limited :: Meet Jamie Madigan, CFP

Jamie Madigan, CFP

Protecting What Matters Most to You

Jamie is a licensed Certified Financial Planner (CFP) who takes a client-first approach to helping his clients protect what matters most to them with their family, their health, their businesses and their health and wealth.

The world of investment and insurance products can be very complicated. While we all want to enjoy our retirement and have the finances to do the things we want to do, many people don’t get down to the level of really exploring what it is they want or how they’re going to make sure they can get it. Using an education-first approach, Jamie takes as long as needed to fully explore and understand his client’s retirement goals. He helps create comprehensive investment strategies to make sure they’re on track and hitting goals along the way so they can live the retirement of their dreams.

While he works with people at all stages of their life investment and retirement planning, Jamie most enjoys helping people nearer the beginning of their journeys so they can build a solid financial security foundation and to help them fully understand how their investments are performing.

Getting in Touch with Jamie

Feel free to get in touch with Jamie Madigan, CFP using any of the methods below.

(416) 791 – 0535

Email Jamie

Let’s Connect:

Financial Advice Workshops & Seminars

Jamie strongly believes in giving his clients the opportunity to truly understand the how’s and why’s of their investment and insurance strategies. He spends as long as his clients need in one-on-one engagements helping them understand the inner workings of their personal financial situations.

Jamie also regularly presents to businesses and small groups through lunch-and-learns, workshops, seminars and webinars. Some of the most common topics Jamie presents include:

  • Financial Literacy: What You Need to Know But Were Never Taught
  • Investing: Put Your Money to Work Harder for You
  • Insurance: How Much Insurance is Enough Insurance?
  • Mortgages: A Proven Roadmap for Buying Your First Home
  • Group Benefits: The Secret Ingredient to Attracting & Retaining Amazing Talent
  • Budgeting for New Graduates: From Paying Off Your Debt to Retiring Rich and Everything in Between

Jamie also can cover basic, intermediate or advanced topics on retirement planning, estate planning, reducing the amount of taxes you pay, health benefits for private individuals, and much more.

If you’d like to bring an expert financial advisor to build personal or business financial awareness for your management team, employees, or group, get in touch with Jamie about a collaborative presentation opportunity.

Jamie Madigan, CFP :: Financial Advice Workshops & Seminars

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    Who Jamie Madigan Helps

    While Jamie is fully capable of helping people through all stages of their personal wealth and business finances journey, below are some of the more common situations he supports his clients through.

    Graduates

    Unfortunately, our education system doesn’t include personal financial literacy, meaning many people don’t learn some of the very basics about how to take care of their personal finances. Add in ever-increasing amounts of student debt and many recent graduates find themselves in a tough position before they even get started.

    Jamie helps new grads understand personal budgeting & cashflow, start building their investment portfolio for the retirement they want, and even start saving towards purchasing their first home.

    Get in Touch with Jamie

    Families

    When you start a family, you face many financial pressures. You might be early in your career so still working your way up to higher income levels. Starting a family brings in more financial pressure, from day-to-day expenses but also upsizing to a bigger home and starting education savings plans for college or university.

    Jamie helps new young families manage increased financial pressures through managing personal budgeting & cashflow, helping them afford a home for their growing family, and creating a strategic investment plan for their children’s education and their retirement.

    Get in Touch with Jamie

    Business Owners

    Because of how federal and provincial tax code is composed, business owners can leverage taking a combined approach to their personal and business finances to create significant tax savings opportunities. As key people in the business, business owners should have more insurance protections for themselves and their business holdings.

    Jamie helps business owners find the right investment products so they can enjoy the retirements they work hard for, reduce the amount of taxes they pay, and help them attract the best talent to grow their businesses.

    Get in Touch with Jamie

    Professionals

    As business professionals earn higher incomes, the amount of personal income tax they pay can soar. Furthermore, the taxes they can pay on their high-worth investments can also increase dramatically.

    Jamie helps high-income professionals reduce the taxes they pay, prepare their investments for the retirement they’ve worked so hard for, and prepare their estate for a tax-efficient transition to their children, charities they support, and other beneficiaries.

    Get in Touch with Jamie

    Investors

    Canada is a fertile landscape for local and international investors. A diverse portfolio of stocks & bonds, business holdings, real estate and even emerging cryptocurrencies can provide strong growth through the cyclical ups and downs of the market.

    Jamie helps investors manage their investment portfolios for strong growth, protecting against excessive taxes and ensuring the investor and their portfolio are protected and prepare for efficient transition.

    Get in Touch with Jamie

    Mature Individuals

    While people spend decades working hard and carefully building and managing their investments so they can have the retirement they deserve, the work doesn’t stop as soon as they reach their retirement years.

    Jamie helps mature individuals manage their investments so they can do the things they want to when they retire, and helps prepare their estates for efficient transition to their children, grand children, charities they support and others that matter most to them.

    Get in Touch with Jamie
    BeaconPoint Financial Security Limited :: Meet Jamie Madigan, CFP

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