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
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.
Get to know your team
Senior Vice President, Private Client Group Financial Advisor, Portfolio Manager
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.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.