Steele Financial Solutions
Fee Based Planning and Product Specialists
CFP and Registered Retirement Consultant®
- York Region : 416-434-0608
- 999 On Bogart Circle
Newmarket, ON L3Y 8T4
For any inquiries, please complete the form to the right and we will respond to you within 2 business days.
If you’re ready to take control of your financial planning, and your retirement, schedule a complimentary consultation to see how our financial planning strategies will work for you.
Looking at All Aspects of Your Financial Future, Retirement and Legacy Planning
As a Certified Financial Planner and Registered Retirement Consultant®, Barbara has specialized knowledge of how to assist you to plan for your retirement so that your financial assets last, and create the lifestyle you have been looking forward to. Barb is also a seasoned Insurance Specialist, focused on protecting your hard earned money, as well as the creation of wealth without risk.
While our head office is based in Newmarket, our services are delivered throughout York Region. In addition some of our fee based planning services can be completed through the convenience of internet meetings, allowing us to cover most of Canada.
We specialize in helping our clients with all aspects of their financial planning to ensure that they have the lifestyle they want now and after retirement. Our thorough financial planning process includes taxation strategies, estate planning, and asset organization to make sure that your money is where you need it, when you need it. We aim to accomplish these goals while reducing risk and keeping your assets safe. We work with a network of financial and accounting professionals to bring you the most up-to-date information in the world of estate planning and taxation.
Barb has a successful track record of helping her clients find the money they need to reach their goals. She has chosen to specialize in helping those who are approaching retirement, or have just entered retirement, to create a lifestyle that will be sustainable into the future and leave a legacy they can be proud of.
Schedule your complimentary, consultation today and create your better future now.