steelefinancial.ca
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Your Circle of Wealth. Coaching & Counseling. How We Are Paid. Mission & Code of Ethics. Links & Videos. Your Circle of Wealth. Coaching & Counseling. How We Are Paid. Links & Videos. We have been with Barb for over 15 years and we are greatly satisfied with the service she has provided for us. She is both professional and genuine and is always looking out for our best interests. She is always willing to explain and answer any quesions we may have. Download our Financial Questionnaire.
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Make a smart financial decision when buying a new or used car | Steele Financial Solutions
http://www.steelefinancial.ca/blog/2012/07/30/car-trouble-buy-new-or-used
Your Circle of Wealth. Coaching & Counseling. How We Are Paid. Mission & Code of Ethics. Links & Videos. Addicting to Spending: Getting It Under Control. Making Ends Meet ». Car Trouble: Buying New or Used? July 30, 2012. My car has been causing me trouble and I am fed up with driving this hunk of junk. What would you advise me about getting a new car. How much should I pay for it? I saw the cutest yellow sports car at the BMW dealership the other day. Ooh la la…but ouch! This entry was posted in General.
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Money Coaching, Retirement Counselling, and Financial Planning Code of Ethics
http://www.steelefinancial.ca/who-we-are/vision-code-of-ethics-financial-planning
Your Circle of Wealth. Coaching & Counseling. How We Are Paid. Mission & Code of Ethics. Links & Videos. At Steele Financial Solutions, we are committed to providing our clients with the education and skills needed to make financial decisions that create a solid financial future. Steele Financial Solutions Mission. To assist and guide people towards the ultimate goal of managing their own financial affairs both before and after retirement. If the job is done right, you will be in control! In providing fi...
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Steele Financial Solutions | Retirement and Financial Planning in Newmarket
http://www.steelefinancial.ca/money-coaching/our-process
Your Circle of Wealth. Coaching & Counseling. How We Are Paid. Mission & Code of Ethics. Links & Videos. Here’s what you can expect from our first few meetings:. Meeting 1 – 45 minutes to an hour and a half. Meeting 2 1-2 hours. Meeting 3 2 hours. The purpose of the third meeting is for us to review our findings with you and to outline a proposal for your consideration. Should you agree to our proposal, we will set out to implement the plan either at this meeting or a meeting specifically designed fo...
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Steele Financial Solutions | Wealth Planning Resources in Newmarket and York Region
http://www.steelefinancial.ca/links-videos
Your Circle of Wealth. Coaching & Counseling. How We Are Paid. Mission & Code of Ethics. Links & Videos. We work with a team of qualified professionals and external resources to meet our clients’ needs. The following are trusted resources, links, and businesses that may be useful to our clients. Financial Planning Standards Council. Wwwcra-arc.gc.ca/menu-eng.html. Centurion Apartment Real Estate Investment Trust. Consumer information about Segregated Funds from Advocis. If you would like to have a good d...
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Calendar
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Your Circle of Wealth. Coaching & Counseling. How We Are Paid. Mission & Code of Ethics. Links & Videos. Please select a service:. Please choose a service provider:. Our schedule for September 2016. Click a free day to apply for an appointment. September 3, 2016. September 6, 2016. September 7, 2016. September 8, 2016. September 10, 2016. September 13, 2016. September 14, 2016. September 15, 2016. September 17, 2016. September 20, 2016. September 21, 2016. September 22, 2016. September 24, 2016. T: (905)...
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Money Coach Barb Steele, CFP Tackles Your Unique Financial Situation in Newmarket
http://www.steelefinancial.ca/money-coaching
Your Circle of Wealth. Coaching & Counseling. How We Are Paid. Mission & Code of Ethics. Links & Videos. Imagine the process of financial planning as a game of golf. Now imagine that you are invited to play in the Masters golf tournament, golf’s most prestigious event. Now imagine you have the choice between two options: the clubs of a winning golfer, or that same golfer’s swing. Which would you choose — clubs or swing? Of course, you would choose the swing! Sessions can make the important difference.
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Barb Steele, CFP | Retirement and Financial Planning in Ontario
http://www.steelefinancial.ca/who-we-are/about-steele-professional
Your Circle of Wealth. Coaching & Counseling. How We Are Paid. Mission & Code of Ethics. Links & Videos. Financial Planning Professional Affiliations and Training. Our principle financial advisor, Barb Steele, has been a Certified Financial Planner (CFP). With the Canadian Institute of Financial Planners (CIFP) for over 10 years and has upheld the Code of Ethics. And standard of excellence of the CIFP with her clients. Registered Retirement Consultant and Retirement Specialist. Barb specializes in helpin...
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Money Coach Barb Steele, CFP | Newmarket and York Region Financial Planning
http://www.steelefinancial.ca/who-we-are
Your Circle of Wealth. Coaching & Counseling. How We Are Paid. Mission & Code of Ethics. Links & Videos. Successfully Crafting Your Financial Life and Retirement Plan. At Steele Financial Solutions, we work with you to develop custom strategies for your financial situation. We specialize in retirement planning, including taxation, asset management, and estate planning. Do you have a solid financial plan? As soon as possible. If you do have a current plan, why not ask us for a second opinion? We use a var...