Kaela McLellan, Financial Solutions and Strategist

11/28/2023

Some interesting points to consider 🤔

✅ Come To Rebel Capitalist Live In Orlando May 31- June 2! https://rebelcapitalistlive.com

11/11/2023

This was already shared on FB, and funny to find this news on FB, but be in the know my home owners and property investors!

Ottawa’s UHT has risk of financial penalties for some Canadian homeowners if they fail to file required paperwork by Oct. 31, tax accountants warn

09/21/2023

Can helping your kids with their career be a tax deduction?
Most recent CRA tax appeal decision says YES YOU CAN!
Let's see if I'm allowed to share this article by the new news laws 🤷🤦

Can a parent’s expenses to help their child’s career ever be tax deductible? In this case, the answer was yes and the CRA was wrong. Read on.

05/03/2023

Deposits at the four Canadian banks with significant U.S. divisions slipped by three per cent quarter over quarter, filings show. Read more.

05/14/2022

Wow, just listen to the words throughout - there are some similarities coming.
Think it can't happen in Canada /USA?


What are your thoughts?

04/10/2022

Give your loved one a head start!! 👪

Talk to one of our advisors about setting up a Registered Education Savings Plan (RESP).

We're here for your future 💕

A registered education savings plan can help you save for your child’s future. Talk to an advisor to get started at http://www.canadalife.comView accessible ...

02/21/2022

Happy Family Day!
Today is a wonderful reminder to celebrate, embrace and practice gratitude for all those who enrich our lives 💝

11/03/2021

The stories that make it worth while.... One of our clients:

- thought they would have their mortgage paid off in 10 years - reality - with their current plan 16 years - what we did, now it can be paid in 6 years

- thought the bank was giving them a good investment - reality - 2% to grow $30,000 in 20 years - what we did - projection to grow $277,000 in 20 years

- thought they were on track to retirement goals - reality - current plan got them 30% of the way to their goals - what we did - got them 49% closer to their goals

- thought they would have to pay us a fortune to build them this life plan - reality - they paid the two outstanding associates who helped save their month to month $0 - what we did - got paid by the amazing companies we set them up with to get them closer to their goals!

What will your story look like?!?
Reach out to get your FREE financial assessment today!

Talk with someone who finally cares for YOUR financial bottom line!!

10/15/2021

Currently looking for 3-4 key people in Windsor and outside areas who want to learn something new and have a career opportunity working from home, with a team environment.

There is a licensing process in order to obtain a Government license through the Financial Services Commission of Ontario (FSCO) become an Insurance Broker with our firm -

Who we are looking for:
- Must be responsible and respectful
- Must be coachable and wanting to learn something new.
- Must be eligible to work in Canada
- Must be able to pass a background check
- Must be 18+
- Positive environment, helping others, recognized for hard work.

09/15/2021

08/04/2021

WEDNESDAY WEALTH FACTS OF BROKERAGES

1. Companies that sell their own products are obligated to sell you "the best".... of theirs. They won't tell you what company A, B, or C is offering across the street.
A true brokerage has none of its own products, so they have the clients best interest in heart as they get to shop around for what is best suited for that client at that particular time in their life :) And yes, not every brokerage has access to every single company out there, but having some options is better than only one!

2. Some companies offer two of the exact same products, except their "in-house" product comes at a higher cost to the client, and unfortunately, those agents are pushed to sell that product.
Brokers don't have "in-house" product differences, because again, they have no products of their own so they shop around for the best products out their for their clients, at an equal level paying field.

3. If any agent, in any place, says that their fund can out perform your fund, RUN.... FAST!

4. I am aligned with a brokerage that is not your typical brokerage because it has relationships with banks, insurance companies, and investment companies, allowing them to have everyone sitting around your table to truly pick out what's best for you!

Wanna talk more, let's have coffee, otherwise that's my two cents for today.

Have a wonderfully blessed Wednesday y'all!

Xoxo