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Monika Makowski, Financial Advisor

FINANCIAL ADVISOR
Monika A Makowski

1603 Clarkson Road N.,, Unit 4, Mississauga, ON L5J 2X1opens in a new window
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Focus Areas

  • Wealth strategies
  • Estate and legacy strategies
  • Retirement savings strategies
  • Business owner considerations
  • Intergenerational planning
  • Sustainable Investing

About Monika

I am an experienced financial advisor, with 24 years serving clients in full service brokerage firms. My focus is on estate planning, retirement planning, investment advice, risk assessment and portfolio construction to help my clients protect and build assets to make retirement a happy place to be in. Planning and executing after-tax retirement income and spending is my powerful skill that I practice daily. My branch offers a wide range of services for my clients to experience and fulfill all of this.

My client-centric approach emphasizes building long-term relationships and creating customized financial strategies that address the unique goals, challenges, and...

Team Members

  • Megha Jhingran
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(905) 823-3336

Fax

(877) 335-2758

Office Address

1603 Clarkson Road N.,
Unit 4
Mississauga, ON L5J 2X1opens in a new window

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My priorities

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Setting your path

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