Providing Integrated Cross-Border Wealth Management Solutions


CONTROL WHAT YOU CAN CONTROL!

OUR DYNAMIC AND FORWARD-THINKING STRATEGY ENABLES OUR TEAM TO GUIDE CLIENTS IN DETERMINING AND ACHIEVING THEIR FINANCIAL GOALS.

At Madison Private Wealth, we offer an array of Holistic Wealth Management Solutions, personalized services, and expert advice that can help make a positive difference in the pursuit of your financial goals. Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.

Total Wealth Solutions wheel 

Moving across the border?

Our cross-border solutions are designed to optimize your wealth, minimize tax liabilities, safeguard your assets and ensure seamless financial transitions between Canada and U.S. strategies.

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

A trust is a legal structure often used to provide someone with the benefit of an inheritance without giving them control over the inherited assets.
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Retirement & Estate Planning
Is there a downside?
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Tax Planning
Navigating the unfolding trade war.
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Markets & Investing
Considering giving up your US citizenship or Green Card?
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Tax Planning
If you’ve ever wondered, “How can I safeguard my data from cyber threats?”—read on to learn more!
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Life Events, Lifestyle & Technology
Explore our tax cards.
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Tax Planning
Watch our latest Client Insights webinar.
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Markets & Investing
Our 2024 Recap and 2025 Outlook.
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Markets & Investing
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
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Retirement & Estate Planning
The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.
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Tax Planning
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