Skip to content
Canada Flag CA Client Login
U.S.A. Flag US Client Login
Steele Wealth Management LogoSteele Wealth Management Logo
  • Home
  • How We Help
    • How We Help
    • Why Steele Wealth Management
    • How We Work Together
    • Total Wealth Solutions
  • Your Team
    • Your Team
    • Meet Your Team
    • Our Specialists
    • About Raymond James
  • Cross Border
    • Cross Border
    • Our Cross Border Solutions
    • Client Success Stories
    • Wealth Without Borders
    • CanAmerican Cautionary Tale
  • Blogs and Videos
    • Blogs and Videos
    • Taking Stock With Steele
    • Wealth Without Borders
    • Featured Videos
  • Resources
    • Resources
    • Useful Links
    • Market Commentary
  • Contact
    • Contact
    • Contact Us
    • Introduce Us
  • Steele Wealth Management
    595 Parkside Drive Unit 1 Waterloo, ON N2L 0C7 T: +1.519.883.6040 TF: +1.877.642.6408 F: +1.519.883.6079
    Map and Directions Map and Directions

Wealth without Borders

The purpose of this quarterly newsletter is to share cross-border wealth management news and insights with our cross border clients and colleagues.

2025 Year-End Planning Opportunities

2025 Year-End Planning Opportunities

11.27.2025 // Wealth Without Borders

This edition of Wealth Without Borders discusses the One Big Beautiful Bill Act, WEP repeal and its consequences, and timely topics to consider as 2025 wraps up.

See More
Load more
Reset
  • Archives
    • 2025
      • November
  • Category
    • Wealth Without Borders
  • Topic
Contact Us

Let's start the conversation

  • Steele Wealth Management
  • 595 Parkside Drive Unit 1 Waterloo, ON N2L 0C7
  • T: +1.519.883.6040
  • TF: +1.877.642.6408
  • F: +1.519.883.6079
  • Map & Directions
  • Map & Directions
twitterlinkedin
Steele Wealth Management LogoSteele Wealth Management Logo

© 2026 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers  |  Manage Cookie Preferences

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund.

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement  | Client Concerns.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

© 2025 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

CIRO LogoAdvisor Report logoCIPF Logo

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences