Financial Planning Standards Council
Using this site will enable you to identify the standards of excellent that are required by every individual who has qualified for this very rigorous designation. Holding the Certified Financial Planning designation comes with a responsibility to conduct business in a manner that always puts the intrests of the client in first place. Barbara has held this designation with pride for over 10 years, and conducts herself in accordance with the highest ethical standards.
Canada Revenue Agency
This website will provide you with the information you require for information regarding your CPP benefits. You are able to set up an account with them so that you can determine an estimate of your future benefits. Lots of other information is contained on this website regarding taxes, unlocking of LIRA’s, and much other information of a general nature.
www.cra-arc.gc.ca/menu-eng.html
Newmarket Chamber of Commerce
A growing and vital Chamber of which Steele Financial is a member in good standing
Centurion Apartment Real Estate Investment Trust
www.centurionapartmentreit.com
Consumer information about Segregated Funds from Advocis
If you would like to have a good description of what these are and their advantages, this is a good place to begin doing your research. They offer protection which is not available to other types of investments.
www.advocis.ca/content/consumers/seg-guar.htm
Manulife Financial
A general website which will provide an overview of available services and products offered by Manulife Financial.
Platinum Professional - Investment Advisor for Mutual Funds – James Hargan
Steele Financial is pleased to be working with a Mutual Fund Investment dealer, who is very qualified and who offers outstanding service. If you would like to know more about James, please follow the link to his website.
Platinum Professional - Mortgage Broker – Marcel Ghazouli
Re-negotiating a mortgage should never be done without the advise of a professional mortgage broker. It is a complex process and it’s important to have an advocate who will stand by you, and who is aware of all your choices. We recommend Marcel Ghazouli with Premier Mortgage. He is creative and reliable. Contact him at marcel.ghazouli@premieremortgage.ca and visit him on the web at www.marcelghazouli.com. He has a great You Tube at www.youtube.com/watch?v=F2hsjftijMQ
Platinum Professional - Dundee Wealth – Ted Kurello
Some investors are interested in the advantages of ETF’s and Stocks and Bonds, as well as Mutual Funds. Steele Financial recommends Ted Kurello, an Investment Advisor who has been helping his clients grow their wealth for over 15 years and who is with Dundee Securities. Ted is friendly, affable and extrememly professional. His office is located in Newmarket off Leslie Street, north of Davis, but south of Greenlane. We would be happy to give you his number but if you want to learn more about Ted, visit his website at:
Platinum Professional - Accounting Firm – Rob & Pierre
I highly recommend the accounting firm of Chaggares and Bonhomme. Rob and Pierre provides specialization in the area of Professioanl Corporations, and are proactive in their advice for small and medium sized businesses. They are extremely professional and hold the highest standards of conduct, while staying abreast of how to provide creative solutions to enhance your business’ bottom line. They can be reached by calling my office of by going to the following website:
Platinum Professional - Lawyer specializing in Wills and Estates – Andrea Kelly
Andrea is a specialist in Estate planning and Will creation. It is her attention to detail and her human approach that has led us to recommend her as one of our Platinum Professionals. Her difference is founded on a very thorough, fact finding process which becomes an enlightening experience for her clients. Her process is such that she goes beyond the questionnaire by listening attentively in order to provide tailored legal advice, rather than standardized legal services. She has two main objectives in preparing her clients’ Wills – one is to avoid estate litigation and the other is to answer the question “Are you Ready?” in the affirmative.
You can reach Andrea at akelly@akellylaw.com. We feel you will benefit directly from tapping into her newsletter and encourage you to visit her website at www.akellylaw.com.