Bringing over 20 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Wendy Steinberg

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a committment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

We're Enhancing Your Online Experience

Watch this video to learn about the exciting features coming soon to your new Personal Financial Website!

Women and Wealth: Personalization Matters

Womens Wealth Ebook

Regardless of gender, a good financial plan is one that is unique to you and the goals you set for yourself. But a financial plan that works for the man in your life may not automatically work for you.

Download E-Book now!

Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.

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  • I would endorse Wendy any time. She has taken good care of me and helped me on my path to retirement and kept me on track financially these seven years into retirement. I always feel she has my best interests at heart. We've had a long and positive relationship.

    - Ruth Desjardine
  • For the past ten years, I have relied on the services of Wendy Steinberg. During this period of dramatic fluctuations in the financial arena, I have always been satisfied and secure that she is providing me with the best possible advice and management.

    - Marian Springer