Mission Statement
The Mission of Madsen & Company is to provide current information and advice in the best interest of our clients enabling them to achieve financial independance and realize their unique individual goals.
Independant Advisors working for you, the client
Our Focus is on strategies and concepts to reduce tax, minimize risk and maximise returns. We offer solutions for individuals and group insurance, investment products, retirement and corporate planning services as well as employee benefit programs and individual health and dental programs. We offer introductions to Strategic Partners who assist us with advanced tax and estate planning advice and can provide alternative fee based discretionaory Private Wealth Management.
Our success is based on our commitment to service excellence, quality investments and the strentgh of our relationships woth our clients, assocaites, strategic partners, our distribution partners and our employees.
Profile
• Independent Financial Brokers working for you, the client
• serving Southern Alberta since 1990
• over 25 years experience in business ownership & management
• offering financial planning solutions with emphasis on strategies and concepts
Licensing and Sponsorship
Empire Life (Insurance) Portfolio Strategies Corporation (MFDA) (Mutual Funds, Alternative Strategies, Exempt Securities)
Other Representations Manulife Financial (Banking and Mortgages, Lines of Credit) B2B Trust, AGF Trust, TD Bank for Leveraged loans), RBC Insurance, Standard Life, Bank of Montreal, Great West Life, Equitable, Transamerica, Green Shield.
Strategic Alliances - we maintain several professional sources of referral and often do joint work in the areas of tax planning, estate planning and business restructuring to assist our clients as their needs change.
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As a Mutual Fund Representative,
Wayne Madsen is licensed with Portfolio Strategies Corporation, through which mutual funds are distributed. |
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Madsen, Campacci & Associates is our Managaing General Agency and are associated with Madsen & Company.
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