Services

The key to our success has been to develop long term relationships with our clients. We believe in developing a personal financial plan which gives you the most flexible & comprehensive financial strategies, allowing you to realize your goals & objectives.

We offer a wide range of brokered products which allow you access to a diversified market. More importantly, our ongoing research allows us to offer modern concepts which maximize the benefits to your Financial Plan. This will assist you to reach financial independence sooner and ensure the financial security of you and your family.

WE'RE WORKING FOR YOU

At M,C&A, our mandate is to maintain objectivity and confidentiality as we design a financial plan you are comfortable with. Because we represent you the client, we research the Financial market place on your behalf and recommend to you those products that best suit you and your Financial Plan.

At Madsen Campacci & Associates, we represent YOU, the client.
Financial Management

  • Tax Planning
  • Education Planning
  • Investment Planning
  • Credit Management
  • Retirement Planning
    - before and after
Risk Management

  • Insurance Planning
    life - disability, Critical Illness
  • Employee Benefits
    review - integration
  • Tax Planning
    limit your liability
  • Estate Planning
    protect your family & assets
Products Offered

  • Tax Deferred Investments
  • Segregated Funds
  • Mutual Funds
  • Life Insurance
  • Disability Insurance
  • Employee Benefit Programs
  • Seminars
  • Newsletters
  • Computerized Planning
  • Website Reference Library