Carlos Tony Maduri, CFP, RHU

Certified Financial Planner
Investment Representative

Business Vision

Don’t wait on your world to change, let’s change it together!

Business Mission

My clients’ interests are placed first and foremost.
Listening to their concerns, dreams and objectives assists me in building a plan that responds to their individual needs. Many of my clients believe and trust in me. With their collaboration and my expertise they are on their way of attaining their goals.

Believing in yourself and believing in me, are two factors needed in helping you reach your goal.

In 1997, I joined Freedom 55 Financial and Quadrus Investment Services Ltd. as a financial security and investment representative, became a member of Advocis (The Financial Advisors Association of Canada) and I am a Certified Financial Planner (CFP) earned through the Financial Planners Standards Council.

To obtain the CFP designation, one must complete an education program, pass a national examination, meet work experience requirements and agree to adhere to a code of ethics.

I received the National Quality Award issued by Advocis (The Financial Advisors Association of Canada) in the year 2001, 2002 and 2003 and have completed several educational programs since joining Freedom 55 Financial, including:

- Financial Planning Education Program
- Jacks Institute Advanced Income Tax Pro 3
- Various courses offered through Advocis (Financial Advisors Association of Canada)

I differentiate myself by my experience and ability to provide effective investment solutions; by being able to personally deliver the highest value with added service, through my commitment to professionalism, ethics and education.

Ongoing professional development, allows me to stay current. As well, access to specialists in the different segments of my business provides me with the training and resources I need for clients with unique situations.