Financial Planning That Makes a Difference in Your Community
Our principle financial advisor, Barb Steele, CFP, uses her financial planning and money coaching skills to provide mentoring, skills, and knowledge to members of the Newmarket, Aurora, and York Region area. She is passionate about helping people take control of their financial futures and she understands that it is often the most vulnerable members of our society that need a hand up.
Helping Those Who Need a Good Start with Solid Financial Planning
To that end, Barb was an active volunteer with the Business Incubator program at the Women’s Centre of York Region where she provided financial mentoring for new business owners through workshops and coaching. She is available to mentor those women who want and need more information about the basics of money management as referred to her by the WCYR.
Making a Difference in Your Community
Barb is also an active community volunteer, taking part in periodic fundraising for Belinda’s Place, a local transitional housing development for women, and adopting a family at Christmas time to help ensure that every York Region child has a gift on Christmas morning.
If you want to work with a financial planner and money coach who is dedicated to her community and to empowering people to take charge of their money, you’ve come to the right place. Contact Barb today to schedule your complimentary consultation and find out how she can help you improve the next phase of your financial journey.