My mother influenced my career choice. I've watched her passion as an insurance agent in preparing clients for unforeseen struggles, and I've witnessed the times that her work offered the glimmer of relief during traumatic times. I wanted to follow in her footsteps and make a significant, meaningful difference in people's lives.
Today, having 20 years of experience in investment brokerage industry, definitely helps me to listen to what my clientele need and it provides me with ability to tailor highly comprehensive plans for them. My team and I focus on your goals and together we build solid foundation for your future. I speak Polish, Russian and conversational French.
The things you value likely have nothing to do with the markets - they are about your life. So that's where we start. As a team, we'll identify your goals, explore your needs and consider different scenarios. I'm here to listen and learn, to discover about you and to explore the possibilities. We'll consider the things that cause you worry and prepare for that financially. As we plan for the future, we will also prepare for unexpected derailments that inevitably come along. The result is a comprehensive financial strategy created uniquely for you, and we'll partner for the long-term to help stay on track and adjust for changes.
My practice serves clients in many different life scenarios - young families, retirees, business owners. We build strategies based on individual needs, estate considerations and wealth transfer to grow business capacity and extend corporate dollars. I also work with many women who value learning about finances so they can navigate their household needs. We gather for personalized lunch-and-learn seminars that provide both educational and social connections.
On a personal note, my husband and I are proud parents of our precious daughter, Olivia Maria. We also have a fur body, and his name is Aliti. We love to spend the time together gardening, hiking and swimming.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Business Owner Considerations
- Intergenerational Planning
- Socially Conscious Investing
Phone NumberMonika A Makowski at (905) 823-3336
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More