Jamie Madigan, CFP
Certified Financial Planner
I help people achieve their goals and dreams. Professionals, families and business owners trust me to help them plan for all stages of life and protect what matters most to them. To ensure my clients achieve their financial and life goals and dreams, I’m dedicated to educating and working with them by applying my 20 years of experience in financial services.
My personalized holistic approach to financial planning includes:
• Retirement planning
• Estate planning
• Tax planning
• Individual health benefits
• Group benefits for business owners
• Charitable giving
• Cash flow management and budgeting
In 1999, I earned my Bachelor of Business Administration (BBA) degree from the Schulich School of Business at York University. When I’m not meeting with clients, you can usually find me at the gym as I’m very passionate about health and fitness, including weight training, boxing, spin and yoga. I spend my free time with family and friends, and one of my favourite roles is being an uncle to my two nephews and niece.
While I live in downtown Toronto and work out of Freedom 55 Financial’s downtown Toronto office at University and Queen, I serve clients all over Ontario with a focus on the Greater Toronto Area (GTA).
My team and I offer personalized holistic financial planning for all stages of life to protect what matters most to you. I work with my clients to understand their goals, dreams and time frames to develop a personalized holistic financial plan to help us achieve these goals together. We meet on a regular basis to review your unique plans and make adjustments as necessary.
Do you have a financial plan to help you achieve your unique goals and dreams? If so, when was the last time that you sat down and reviewed it with someone in person? Please contact me if you'd like to develop a personalized holistic financial plan to achieve your goals and dreams – or if you'd like a free second opinion on your current plan.
Do you need individual health insurance?
Apr 01, 2021 - Freedom 55 Financial
Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....Read more
Focusing on personal investments is crucial for small business owners
Mar 27, 2021 - Freedom 55 Financial
If you’re a small business owner, you’ve likely been challenged in ways like never before due to the global pandemic...Read more
How to make an impact with strategic charitable donations
Mar 15, 2021 - Freedom 55 Financial
Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...Read more