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.

26 Feb 2014

Financial Advisors Act Coming to Canada… Maybe

Introduced three days ago, a new private member bill tabled by Sudbury, Ont. MPP Rick Bartolucci is already garnering industry attention. The bill will provide the financial services industry with the power to establish a code of ethics.

Full story at advisor.ca

14 Jan 2014

The Steele Group’s Q4 2013 E-Newsletter

A look back on 2013 and what’s to come. Every three months we publish a one page article about various financial topics, from market summaries, new tax laws and trends in the financial services industry.

Full story at thesteelegroup.ca