Madison Financial Services Inc
Financial Security Advisor Winnipeg | Madison Financial Services - Madisonfinancial.ca
Providing trusted financial advice to individuals, business owners, and professionals in Winnipeg, MB.
About Madison Financial Services Inc
Tricia M. Carver, CA, CFP, TEP
Tax & Estate Group Consultant
Private Wealth & Estate Services
Tricia graduated from the University of Manitoba with a Bachelor of Commerce, Honours degree in 1984, and became a Chartered Accountant in 1987. She is associated with Madison Financial. Tricia joined Deloitte & Touche in 1984, and worked in the audit group for three years and then in the tax group for eight years, specializing in personal financial planning and estate planning. Tricia joined Great-West Life in January of 1996 as the Advanced Sales Manager for Retirement and Investment Services products.
Since 1998, Tricia has been a Tax & Estate Planning Consultant with Private Wealth & Estate Services and is available to London Life and Great-West Life financial security advisors to assist with complex wealth and estate planning issues. This includes identifying and evaluating shareholder buy/sell arrangements and the appropriate funding for them, business succession strategies for owner-managed businesses, wealth planning and estate planning for high-net-worth individuals and successful business owners.
Contact Madison Financial Services Inc
| Address : | 100 Osborne St N, Winnipeg, MB R3C 1V3, Canada |
| Phone : | 📞 +9879 |
| Website : | https://www.madisonfinancial.ca/ |
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| City : | C |
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Ryan Forty on Google
★ ★ ★ ★ ★ I wish they could give me financial advise great place
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Tom Goodfellow on Google
★ ★ ★ ★ ★ Amazing people. I have been with them for over a decade and I am extremely happy with everything that has been done. From when I was just starting out to having multiple corporations they have helped me every step of the way with awesome results. Dan and Pat take the extra time to make sure you understand everything.
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