STEELE WEALTH MANAGEMENT

Our clients face an increasingly complex investment landscape and Steele Wealth Management offers a customized, risk managed solution. We utilize our expertise across global asset classes to construct optimal tax and risk managed portfolios. Our discretionary investment management solutions give clients with complex needs the clarity and transparency to effectively monitor their portfolios with peace of mind and a deep level of understanding. Steele Wealth Management portfolio managers are licensed in both Canada and the USA, positioning the group uniquely as the local specialist for consolidated cross border wealth management... We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities.

Primary location: Waterloo Canada