Makela Financial
Helping families achieve their financial goals through strategies as part of a financial plan.
09/30/2024
09/30/2024
11/04/2023
The Bank of Canada held its benchmark overnight interest rate steady at 5.00% at its October meeting, a move widely expected by economists. Want to learn about how the markets impact your savings? Let’s chat
11/04/2023
What’s your investment personality? Are you a big risk taker or are you more conservative? Make sure your investment strategy matches your risk tolerance and needs. I can work with you to complete an investment plan unique to you. https://ow.ly/gEou50Q4g5l
11/04/2023
If either of these investments were held in registered accounts, such as a TFSA or a Registered Retirement Savings Plan (RRSP), then ... are extremely risk-averse and prefer not to, or simply cannot afford to, lose any of the money they invest.
Mutual funds vs GICs: what every investor should know GICs vs mutual funds: what makes them similar and different, and which should you invest in?
11/04/2023
Giving your child an allowance can help set them up for financial success later in life as they learn to budget, save and spend money in a disciplined way. If you’d like to chat more about how to make allowances part of your unique financial journey, let me know and we can set up time.
10/19/2023
When it comes to investing your hard-earned money, it's important to explore your options. The right choice depends on your individual financial goals, risk tolerance, and circumstances. Let’s connect to see if mutual or segregated funds are right for you.
10/19/2023
Wondering what the differences are between mutual and segregated funds? You’re not alone. I’m here to help answer any questions you may have to ensure you find an investment plan that works for your unique goals. Comment below any questions you may have.
10/19/2023
Wondering how to help your investment portfolio navigate market ups and downs? You could consider investing in real assets. Let’s chat if they’re the right option for you.
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Telephone
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Address
18 Genoa Road
Vaughan, ON
L6A2X9
Opening Hours
| 9am - 6pm |