Why choose The Madison Group?
For over 25 years, we have helped our clients grow and preserve their hard-earned wealth. As one of the leading investment advisory teams in the Barrie/Simcoe area, and one of the few advisor groups qualified to offer discretionary Private Investment Management (PIM), we follow a comprehensive approach that has guided our clients through evolving financial landscapes and economic cycles.
With unparalleled client service, unrivalled integrity, and full transparency, we will always strive to do the right thing for you – our client.
A leading team for decades
With a high level of integrity, professionalism, and transparency, we offer our clients complete financial peace of mind through objective and comprehensive advice.
Terry Cheaney
Hudson Wallace
Krista Griffin
Wendy Colyn
Kelly Huculak
Anna Cheaney
Tanis Wilson
Gagandeep Singh
Carmen Bailey
150+ years of combined experience
Backed by Canada’s leading wealth management firm since 1901, we draw upon our time-tested experience to deliver exceptional service with genuine care to our clients.
What we do
Helping you make the best financial decisions – for your success
Leaning on decades of financial experience, as well as some of the industry’s most esteemed designations, we apply our world-class expertise to help you make the best possible financial decisions. With access to complimentary wealth management services, you can start preserving your lifestyle, planning for your retirement, educating your children, and creating a lasting legacy.
Building your family wealth
Your needs are vast and varied, which is why we do so much more than placing your money in an investment and sending you statements. We collaborate with specialists to advise you and your loved ones on every aspect of your financial life, starting with an all-encompassing financial plan.
Investment management
Financial planning including business succession
Tax planning
Will & estate planning including trust services
Retirement planning
Insurance services
Premier and Private banking
Charitable planning services
Online reporting
For business owners, corporations, municipalities, and not-for-profit organizations
Your financial affairs are complex. Whether your wealth is tied up in one major asset – your business – or you have clearly defined goals and investment parameters for your organization, we offer fully integrated wealth planning, customized reporting, and the full breadth of capital preservation and growth solutions.
Investment management for preservation and growth
Investment Policy Statement aligned to your goals and parameters
Customizable and consolidated reporting
Presentations to boards and committees
Online services for monitoring
How we invest
Proven expertise, world-class advice
At The Madison Group, we create a customized investment portfolio designed to meet your needs, as well as the needs of your family or organization, at every stage. With extensive investment experience, even through turbulent economic cycles, and with a proven record of high performance, our team is poised to offer you best-in-class research, products, and solutions.
A disciplined process that works
Through any type of market – bear or bull – our clients trust that we’ve been there together before and we stay focused on their long-term plan.
What is discretionary Private Investment Management?
Private Investment Management (PIM) is a premium level of discretionary management that can offer you greater freedom to focus on what’s truly important to you. It could be an excellent fit if you prefer to delegate the day-to-day management of your investments to trusted, industry-leading professionals.
What is Advisory Investment Management?
This management style is well suited to those who wish to be involved with day-to-day investment decisions, with access to RBC’s world-class money managers and award-winning research.
To offer our clients a premium discretionary Private Investment Management (PIM) service, we adhere to the highest standards in ethics, education, and experience while following our proven process.
It all starts with your Investment Policy Statement (IPS), where we uncover your unique needs, risk tolerance, and preferences.
Then, we build a customized portfolio that works best for you, informed by RBC’s leading research and strategy recommendations.
To ensure everything remains aligned to your IPS, we conduct continual third-party reviews and consistently monitor your progress.
Our community involvement
When you succeed, everyone succeeds
Everyone has a role to play. By setting our clients up for success, we are equipping them with the means to create positive change within our communities. With a longstanding and active presence in the Barrie area, our team is proud to support a number of charitable organizations that are close to our hearts.
New Path Foundation Supporting Youth Services
RBC Race for the Kids 2023
YMCA Simcoe-Muskoka for Youth Mental Health
Women & Children’s Shelter of Barrie
RBC Race for the Kids supporting Royal Victoria Hospital
Tour de T1D Ride for RVH Pediatric Diabetic Clinic
YMCA Simcoe-Muskoka support for Immigrant Services
Gilda’s Club Simcoe-Muskoka 2025
New Path Dragon Boat Race Supporter 2025
Youth Haven Shelter Donation 2025
Events
Exclusive events tailored to your needs
Whatever your interests are, we aim to provide a space for you, your loved ones, or your organization to come together, explore creative ideas, and participate in new activities.
Events coming soon.
Insights
Experience. Integrity. Exceptional service.
These core values are our promise to you and what you can expect from us – each and every day.
Email:themadisongroup@rbc.com
Toll-free:1-800-461-5640