Steele Financial Solutions

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Our approach will help you discover and maximize untapped sources of money.
We give you what you need to succeed ... strategies and education.

We are your Trusted Financial Advisor

At Steele Financial we focus on you, and your resources and ways to put you in control of what belongs to you – your money.

You work hard, and your resources are limited. Time is limited too. If you are not maximizing every day and every dollar, and taking advantage of strategies that make your money work for you, you will eventually run out of both time and money.

We are here to help identify those areas of inefficiency as quickly as possible while providing the tools you need to learn how to manage your financial affairs without us.

This isn’t rocket science but it is a new and empowering way of looking at how money works and why the financial institutions and the government have taught us how to think and how to act in certain ways. Who is really in control? Not you. We want to help you change that.

Why are we different?

We are different because we do not tell you what to do or how to do it. We teach you about the economics of money, and how it works. Then you will begin to understand how you can take advantage of strategies that will keep your money working for you long after you have stopped earning.

Registered Retirement Counseling – what does it mean?

This is a new designation, held by Barb Steele, which specifically targets efficient strategies to turn your assets into income when you decide not to work any longer. There are many factors involved and it is a complex process. Barb charges a fee for this work. Book a phone call to find out more.

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  • Testimonials

    Working with Barb has been a true pleasure! We are a young family with no financial background or plan to begin with. She is always so patient and accommodating to us & has worked around our schedule to provide us with fantastic advice and a solid plan for our future. She has provided insight into our life goals and given us some great ideas on how to achieve them. We are so happy to have found her!

    K & T

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Serving Aurora, Newmarket, Richmond Hill, Markham, and Bradford West Gwillimbury
© 2019 Steele Financial Solutions. All rights reserved.
t: (905) 853-1400, f: (888) 908-0225
e: info@steelefinancial.ca