Discover How To Have Fun While You Build Wealth

Budgeting, Saving and Investing Made Simple with Money Coaching

Traditionally, finances have been a taboo conversation topic and this has created a society of women (and men!) who feel very uncomfortable talking about money. From how to save money and budget to how to plan for retirement and invest wisely, we are bombarded with ‘money’ messaging every day yet the financial literacy of most Canadians is very low.

Barb Steele, CFP, is offering money coaching and other programs to the Newmarket area to start serious conversations about wealth and help women envision a positive financial future. By gathering women together, she is creating a new community of wealth building, right here at home.

Money Coaching for Accelerated Wealth and Success

At the heart of Barb’s financial services is her 1-on-1 money coaching. This innovative field is new to the financial world and Barb is one of the first money coaches in the country. With her expertise as a Certified Financial Planner (CFP) and Registered Retirement Counsellor, she brings a high level of expertise and compassion to her money coaching services.

Just like you get better results at the gym when you work with a personal trainer, you’ll get better results with your wealth when you use a money coach to get smart about money. Contact Barb today for more information and take control of your financial life.

Become Your Own Prince Charming with Our Financial Literacy Seminars

Join Barb for her Getting Smart About Money Series and learn wealth management skills to create your own happy ending. We believe that financial literacy is a must, and that empowered women make for a stronger community and a brighter future.

Why do the stereotypes that women ‘can’t manage money’ persist? What is it that we do to sabotage our own success? In this action-packed 3-hour financial literacy seminar we’ll explore the habits and beliefs that limit our wealth and success. Using these new tools, your wealth management skills will improve, as will your approach to savings, budgeting and investing.

Wine, Women, and Wealth for Financial Mentorship

Getting Smart About Money focuses on financial literacy and coaching. After you’ve learned the skills you’ll have a chance to put them into practice in a fun and supportive environment with Wine, Women and Wealth — a safe place to expand your financial literacy and develop your financial plan, while having ‘girl’ time.

It’s a new approach to financial literacy and wealth management. Whether you need to focus on how to save, how to budget, or how to invest for retirement (and that trip in a couple of years!), Wine, Women and Wealth provides the mentorship and encouragement to create a bright financial destiny.

Wealth Management in Times of Crisis

To be serious for a moment, most Canadians have accumulated significant amounts of debt and are only one or two paycheques away from a financial crisis. If you need assistance now, please contact Barb and find out how she can help you get smart about money and turn your crisis into a tremendous opportunity to change your financial destiny.

Get your financial life in its best shape ever! Register now for Becoming Your Own Prince Charming or Money Coaching and see the difference that Getting Smart About Money makes.

Becoming Your Own Prince Charming

It’s smart to get smart about money

Wine Women and Wealth

Women helping women get smarter about money

Money Coaching

Putting knowledge into action

Events

View upcoming events and register online