Makela Financial

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

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

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?

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.

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.

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.

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.

As an advisor, it's important to help manage client emotions so they can stay on track with their financial plan 🤝

Sometimes investors let short-term turbulence get in the way of long term-potential. Even though market fluctuations can be concerning, they're a normal part of investing.

Encouraging clients to stay invested to take advantage of market recoveries can be difficult conversation, however, lessons from history have shown that rebounds can happen quickly 😀

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A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.

5 takeaways from Arizent research on using tech to win next-gen clients A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.

Get your mid-year segregated fund statement online today. Register for My Canada Life to access statements and other policy details for your individual investments and insurance policies.” ow.ly/WB1t104K0UY

“I’m worried about the taxes on my investments". Did you know that contributing to an RRSP can lower your annual income tax? The tax benefits of an RRSP are better than you might think. ow.ly/Kv6E104NvbS

Tax benefits with an RRSP – Canada Life Did you know that contributing to an RRSP can lower your annual income tax? The tax benefits of an RRSP are better than you might think.View accessible versi...

The decision to own or rent a home on your needs and financial situation. If you’re ready for a long-term commitment and have the required finances, owning might be for you. Let’s talk.

What is inflation and how does it impact Canadians? Inflation is the steady rise in the price of goods and services in an economy over time.

Summer holidays are precious, and your income is too. ☀️

Find out how to protect your income and lifestyle if you have to take extended time off work. 👇

https://ow.ly/l7Wx50P68KL

FHSAs in 10 Questions | iA Financial Group Find out about the key features of the Tax-Free First Home Savings Account (FHSA) and see if it could be part of a financial strategy for you or...

Here's a reminder to protect your loved ones. Safeguard their future and provide them with peace of mind by securing life insurance today.

No matter your age, gender, ethnicity, or stage of life, life insurance can offer a safety net that ensures your loved ones are protected even when you are not around.

Speak to a financial advisor today to find the best solution for you and your loved ones.

Starting the complex process of divorce can be overwhelming . Taking proactive steps to be financially prepared can help ease some of that stress.
To help you financially prepare for this new chapter in your life, we’ve put together a list of tips. https://ow.ly/eltf50OXHUn

Do you want to have a successful active retirement? Don’t underestimate the planning stage. 📋

Find an advisor 👇
https://ia.ca/find-an-advisor