Making Your Money Work Harder for You
You work hard for your money. And we’ll make sure that your money works harder for you, helping you reach your goals for retirement and for the lifestyle you want to create now.
Creating Financial Planning Partnerships for You in the Long-Term
Our principal financial adviser, Barb Steele, Certified Financial Planner (CFP), Money Coach, and Registered Retirement Counsellor, has been helping individuals and families financially empower themselves since 1998. You can find out more about Barb on her Professional Affiliations page and schedule your complimentary strategy session by clicking below.
Serving Clients Throughout Ontario and North America
While most of our clients live in the Newmarket and Aurora area, we are able to work with referred clients anywhere in Ontario via tele-conferencing and Skype. Barb is also able to work with money coaching clients throughout North America on the fundamentals of money management. You can find out more about Barb’s money coaching services on our money coaching page.
Barb provides her clients with the knowledge and care that they expect and deserve, and therefore most of her new business is from referrals. She knows that each new client has a unique situation and she takes the time to ask questions – and listen to the answers.
Digging Deep to Help You Make Your Financial Dreams Come True
It is only by hearing your needs and dreams that she can create a financial plan that works for you. Her expertise lies in knowing you, your goals, your family dynamics, and your business. With this knowledge, Barb can guide you toward your goals and reduce your worries.
“My focus is on reducing risk, increasing security, and creating greater wealth for each one of my clients. I do this by educating my clients to make their money work as efficiently as possible. There is no better feeling that to help a client climb on top of their financial situation so that they can finally see a brighter future. Hearing their happy feedback is an amazing reward.”
You can book your complimentary consultation now and hear how her experience will help your finances, now and in the future. We know that we have the tools that will work for you and we look forward to knowing you better.
As Barb sees it, understanding every aspect of the financial planning industry is not enough to set apart a financial advisor; it is important to understand how the more sophisticated strategies, such as life insurance, work in co-ordination with taxation and estate planning. To this end, Barb has created an extensive network of financial professionals whose expertise she draws on to ensure that you get the plan that gets your money working to meet your goals.