Madsen & Company
Independant Insurance & Investment Advisors
Our focus is on strategies and concepts by providing current information and advice in the best interest of our clients enabling them to achieve financial independence and realize their unique individual goals.
01/05/2023
Something to consider this time of year is tax planning.
Your 101 on How Canadians Are Taxed Tax season is almost upon us. Now is the time to look at your tax efficiencies for the year. How are Canadians taxed and is there a way for you to reduce your tax liability? Read this article to learn more.
07/05/2022
The big question about CPP
FP Answers: Does it ever make sense to take CPP at age 65? The math tells you to delay your CPP until age 70, but who lives their life based on the answer to a math question?
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Our Story
A Financial Advisor since 1989, I am often asked when I plan to retire. That fact is, I love what I do.
Before working as an advisor, I was the principal shareholder of a successful RV dealership with locations in Calgary AB and Richmond BC. After 11 years in the RV business, including 7 years as an owner, I sold the dealerships. I was excited to find a new career opportunity that would allow me to provide service to people and build long term client relationships.
My favorite area of expertise is helping clients plan the road to retirement. I enjoy creating and considering various scenarios to be tax efficient and provide peace of mind. As an independent advisor, I work for my clients – not an insurance company, bank or firm.
My focus is on strategies and concepts, to offer appropriate insurance solutions and the appropriate allocation of my client’s investment assets. I have broker contracts with several insurance companies and I am also licensed to offer investment funds. I have referral arrangements for private wealth managers, lawyers and tax specialists to assist my clients and their current professional advisors.
To cover all the bases when planning or reorganizing, a client should have a team of professionals including a lawyer, accountant, insurance and investment advisor working together. Often, I can coordinate this effort on behalf of my client.
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Box 414, #14-900 Village Lane
Okotoks, AB
T1S1Z6