Who We Are


We are a team dedicated to helping our clients achieve financial success. In today’s world, we believe a team approach allows our organization to provide high quality information about financial products and services.

For Businesses


Companies large and small can benefit from solutions that help protect your business and the people who work for you. Because every business is unique, plans can be tailored to suit your specific needs.

For Individuals


Growing and protecting the income you and your family depend on is a challenge. Whether it’s through life insurance, health insurance or an investment strategy, we can offer solutions to help you build lifetime financial security.




13 Jul 2015

The Greek Referendum Market Commentary

EurozoneWith Greece and the Eurozone dominating the headlines over the past week we felt it necessary to send out a Market Commentary to help frame the overall issue and put some facts into prospective. The Greek Referendum on July 5th did have an impact on the market around the world, but we must be cautious not to be swayed by media sensationalizing the issues.

Full story at thesteelegroup.ca

09 Jan 2015

The Steele Group’s Q4 2014 E-Newsletter

Q4 Graphic (146 x 70)As we head into 2015 we take note of the market outcomes of the final quarter of 2014 and the year as a whole. What can we take away and what’s to come in 2015?

The global economy in aggregate continued to strengthen in 2014, although the improvement, as has been the case through most of the current recovery, was uneven.

Full story at thesteelegroup.ca

06 Jan 2015

AssetTV MASTERCLASS Outlook 2015

AssetTV - 2015 Market OutlookThe rising equity markets, rising dollar, oil’s 40% slide, possible FED liftoff, and central bank divergence are all hot topics for 2015. Find out what our panel of experts think will happen as we look towards the new year.

Full Video Here: www.us.asset.tv

02 Jan 2015

How to transition to retirement

check-list-movingstoringIf you’re transitioning into retirement, here is a checklist of what you need to do as you start counting down towards one of the biggest changes of your life.

Full Article Here: www.moneysense.ca

27 Oct 2014

The Steele Group’s Q3 2014 E-Newsletter

A look back at the third quarter of 2014. In recent weeks, stock markets have been volatile while investments considered to be “safe havens” have started looking attractive, at least in the short term. Investor concerns have focused on the slow pace of economic growth forecast, particularly in China, Japan and Europe, continued conflict in the Middle East.

 While no one can predict how prices will move in the short term, there are a number of circumstances that remain supportive of markets, including low interest rates, strong corporate earnings, and a strengthening North American economy. For example, the U.S. economy grew at an impressive annual rate of 4.6% in the second quarter, and the unemployment rate fell below 6% in September for the first time since July 2008.

Full story at thesteelegroup.ca