Jamie Madigan’s financial planning services are provided at no cost as he believes that Canadians shouldn’t have to pay to get ahead in life. Knowing that the need for financial literacy and financial planning is now greater than ever, Jamie empowers each client to develop their own personalized Legacy Insights.

Your Legacy Insights will have three main components. First, Jamie gets your money working harder for you to achieve Monetary Proficiency. Next, he helps you get crystal clear on what you want your Personal Legacy Direction to be. You’ll also benefit from continued access to his extensive Legacy Support Network, strategically cultivated over more than two decades.

As a Certified Financial Planner® (CFP®), he has set himself up as a Broker, giving him access to just about any financial product from any financial services company in Canada. Through his advice-based services of investments, insurance, mortgages, health benefits, and group benefits, Jamie is thrilled to help multiple generations meet diverse and changing needs in alignment with their values and goals.

People know Jamie as an educator, service provider and connector. Combining the consulting, referrals, and expert network in his Legacy Insights model with his wealth of knowledge, skills and lived experience, Jamie creates maximum value for professionals, entrepreneurs, and small to medium business owners.

When changes happen, you’ll be well prepared to make transitions easily. Jamie makes time to facilitate difficult conversations between you and your loved ones around your wishes for your eventual estate. He provides accountability and guidance at all stages, making any adjustments as needed to reflect changes in the market and world.

He is passionate about connecting with as many Canadians as possible, to serve his clients’ best interests, and empower Canadians on a greater scale to achieve their dreams, while protecting what matters most to you – your family, business, health, and wealth.