Liam is the most recent addition to the Steele Wealth Management team. He joins us as Client Services Specialist, focusing on building strong client relationships. He provides administrative functions, helps with day-to-day client requests, and uses his analytical skills to assist in the preparation of periodic financial reviews.
Having recently graduated from the Financial Planning program at Conestoga College, Liam is well positioned to contribute and grow with the Steele Wealth Management team.
He has completed his Canadian Securities Course and is on his way to being a registered representative. Building on his formal education, Liam is working towards becoming a Certified Financial Planner (CFP).
In his free time, Liam enjoys travelling to new places, socializing with friends and family, and enjoying a good movie.