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Your Trusted Team
Steele Wealth Management is a team of wealth management, tax and estate planning professionals. Your trusted team believe in cultivating client relationships that last a lifetime. We use our breadth of knowledge and experience to provide superior investment management and comprehensive financial planning to a select group of individuals and their families. Our exceptional discretionary investment management combined with comprehensive integrated wealth management solutions protect and grow the wealth of our clients. This provides our clients with the resources to accomplish their lifetime goals, enjoy life’s great moments and to provide lasting legacies.
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The goal of Steele Wealth Management is to provide comprehensive wealth management, investment advice and estate planning solutions to individuals, their families, trusts and corporations.
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Our clients' needs come first and we strive to build long-term client relationships by focusing on the highest level of integrity, performance and quality service. Our clients value the confidence, personal attention and customized investment services provided by our team of professionals.
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We have a number of criteria that we use to determine whether our services are a good fit for potential clients. Note that our services are designed for clients who have $1 million or more in investable assets.
Portfolio Managers
Senior Tax Advisors
Wealth Advisor Associates
Senior Client Service Associates
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
