Makela Financial

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.

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.