We are passionate about improving your financial future and are committed to helping you learn along the way. Our approach is unique, and our process dynamic. We appreciate and understand that money is complex and that the financial institutions have us believing certain principles as being the truth. It is our intention to view money from an economic position, and thereby introduce sound principles and strategies that will surprise and delight your imagination of the way money really works.

Barbara Steele, CFP, Principal Advisor 

barb@steelefinancial.ca
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Steele Financial Solutions was founded in 2000 by principal adviser Barb Steele, who has been helping individuals and families empower themselves financially for more than a decade. Barb has a solid understanding of every aspect of the financial industry as well as having a good understanding of how the more sophisticated strategies of her industry work in co-ordination with Taxation and Estate Planning.  She is a Certified Financial Planner, and a Registered Employee Benefits Consultant. She does most of her business in the Newmarket and Aurora area but is able to work with referred clients anywhere in Ontario due to the wonders of modern conferencing services. She is able to provide her clients with the knowledge and care that they expect and deserve, and therefore derives most of her new business from referrals.

Genuinely interested in the unique situation of each and every client, Barb takes the time to ask questions – and listen to the answers. She educates her clients on relevant issues, and shares her knowledge so that her clients make sound financial decisions.