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  • Steele Wealth Management
    595 Parkside Drive Unit 1 Waterloo, ON N2L 0C7 T: 519.883.6040 F: 519.883.6079 TF: 877.642.6408
    Map and Directions Map and Directions
Global geopolitical investment themes
8/12/2022
Listen to our podcast with associate analyst, Alex Anderson.
Markets & Investing
Celebrating Pride All Year Long
We’re pleased to announce that we’re launching Raymond James’ article series on Pride.
Life Events, Lifestyle & Technology
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Client Insights
8/9/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in the hit fantasy TV series Game of Thrones.
Markets & Investing
An empty nest, what’s next?
8/8/2022
Listen to our podcast with Portfolio Manager, Neela White.
Retirement & Estate Planning
Insights and Strategies
8/2/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in the hit fantasy TV series Game of Thrones.
Markets & Investing
Read
Quarterly Asset Allocation
7/19/2022
Abraham Maslow once said, “If the only tool you have is a hammer, everything looks like a nail”.
Markets & Investing
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Portfolio Strategy
7/8/2022
Given the popularity of companies across the US Information Technology (IT) sector (within the S&P 1500 index) with clients, we have fielded many questions, especially as these stocks have sold off quite aggressively from their respective peaks.
Markets & Investing
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Client Insights
7/4/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing
Client Insights
7/4/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing
Read
Social Security, CPP and OAS: What happens when you have worked on both sides of the border?
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
Estate Freeze 101
If the value of your corporation has appreciated over the years and it is expected to continue to grow, you may want to consider an estate freeze.
Retirement & Estate Planning
The Dreaded R-word
6/24/2022
Listen to our podcast with Nadeem Kassam and Ellis Phifer.
Markets & Investing
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The future at your fingertips

Steele Wealth Management LogoSteele Wealth Management Logo
  • Steele Wealth Management
  • 595 Parkside Drive Unit 1 Waterloo, ON N2L 0C7
  • T: 519.883.6040
  • F: 519.883.6079
  • TF: 877.642.6408
  • Map & Directions
  • Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

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