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. There's more to your financial life than just investments.
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. There's more to your financial life than just investments.
Services
Our approach to wealth management is a customized one, which addresses the unique needs of different clients, and delivers a financial model that works for each client's unique needs, risk tolerance and goals. We believe that active management can add value in the current market environment. As such, we take an active approach to the management of our portfolios.
The comprehensive financial planning we provide is designed to bring a new sense of order and organization to your financial life and help ensure that there are no gaps or surprises, and that no matter goes unaccounted for. Knowing you well is another essential part of the equation. It's what makes the plan personal.
The Steele Wealth Management office is located in Kitchener-Waterloo, Ontario. KW is the home of world-renowned technology businesses, technology start-ups and academics from our post-secondary institutions. Because of our unique location, our clients include professors and people associated with our universities (University of Waterloo and Wilfrid Laurier University), as well as executives and entrepreneurs from the technology sector.
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
Having access to alternative investments means having tools to adapt to the ever-evolving investing environment. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return. Where appropriate, we achieve portfolio diversification through a variety of alternative investment products.
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