Honest Straightforward Expertise

Our clients face an increasingly complex investment landscape and Steele Wealth Management offers a customized, risk managed solution. We utilize our expertise across global asset classes to construct optimal tax and risk managed portfolios. Our discretionary investment management solutions give clients with complex needs the clarity and transparency to effectively monitor their portfolios with peace of mind and a deep level of understanding. Steele Wealth Management portfolio managers are licensed in both Canada and the USA, positioning the group uniquely as the local specialist for consolidated cross border wealth management.

Click on the link to view our Newsletter: Taking Stock with Steele

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Cross Border Services

Investment Strategies

Alternative Investments

Estate, Strategic Charitable Giving and Trust

Risk Management

Get to know your team

Brian Steele, CPA, CA, CFA

Portfolio Manager, Cross-Border Specialist

Laura Prust, CIM^®, CRPC^®

Portfolio Manager

Matthew Bell, CFA

Associate Portfolio Manager

Sam Ryder, CFA

Associate Portfolio Manager

Greg Weiler, CPA, CA, CFP^®

Senior Tax Advisor

Jeannine Campbell

Senior Client Service Associate Branch Administrator

Elizabeth Kernohan

Senior Tax Advisor

Kelly Edmonds

Senior Client Services Associate

Nudrat Ahsan

Client Service Associate

Liam Priestman

Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

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Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
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Raymond James (USA) Ltd. is a member of FINRA/SIPC.

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