Guiding others the way we guide you

Thank you for the trust and confidence you place in us. We're grateful for the opportunity to work with you to help fulfill your financial goals.

If you have a friend or family member who could benefit from our services, we’d be happy – and honoured – to offer them the same personalized attention and expertise that we provide to you. Please note that Steele Wealth Management currently works with clients who have $1 million or more in investable assets. If this is the situation of person you wish to recommend, please fill out the form below and we’ll gladly set aside some time for them.

*In accordance with privacy legislation, the individuals you are referring must consent to their information being provided to me/us.