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 turbulent economic cycles. With unparalleled client service, unrivalled integrity, and unmatched transparency, we will always strive to do the right thing for you – our client.

The Madison Group team members

Who we are

We believe true expertise comes from experience. With over 150 years of combined financial experience, we draw on our collective wealth of knowledge, backed by RBC’s award-winning research, to help you, your family, or your organization navigate the often-complicated world of wealth.

Our team
A team meeting

What we do

We want to see you succeed like a member of our own family. Whether you’re selling your business, planning for retirement, or preparing the next generation, our team is here to provide expert advice and support throughout your journey.

Our services
A boat

How we invest

As part of the small group of advisor teams qualified to offer an exclusive PIM service – governed by strict standards for education, experience, and assets under administration – we follow a specialized approach that gives you greater freedom to enjoy what’s important to you.

Our approach

We have 15 years of history with Terry Cheaney and his associates. Throughout this time we have received excellent service, hands held when required due to market volatility, advice as to how best to handle our retirement years income, prompt attention to our requests, all this with friendliness and utmost professionalism. We strongly recommend this group, to take care of your investment and retirement needs.

— Retired business owners