The market and economic outlook in the U.S. remains solid. While Trump adds some volatility, none of his “radical” moves are actually...

To help you navigate this tax season, our office wanted to take a moment to remind you of some important considerations regarding your...

Over the last few weeks Cliff, Mark, and Mario have been speaking with various experts and industry insiders on the upcoming tariffs and...

In Q4 the expectation of pro-business policy changes from the incoming U.S. government, including potential tax cuts and deregulation,...

Happy Holidays from The Steele Group! May your year-end be as balanced as a well-diversified portfolio, and may your 2025 be filled with...

This week marked a groundbreaking event in the Canadian finance industry. CI Financial Corp., the parent company of CI Assante, announced...

This week marked another U.S. presidential election, and we wanted to start with an interesting historical note. Donald Trump became the...

Before diving into our usual Q3 market summary, we are thrilled to share two exciting announcements. Twenty years ago, The Steele Group...

Our New Location! As part of our dedication to growth and enhancing the services we provide, we’re moving to a new location on Monday...

Preparing for post-secondary education in Canada can be as daunting as trying to teach a cat to play fetch. Here are some financial...

Our industry is notorious for the random indicators. Any time we see market volatility, there is always a random indicator which will...

The second quarter of 2024 was marked by a dynamic economic landscape, characterized by shifting trends and notable events that...

On Wednesday, July 10, The Steele Group hosted a discussion with Kabi Thaya, Institutional Strategist at Munro Partners based in...

Canada's economy was a bit of a mixed bag in Q1 2024. Considering the economic challenges it faced, a US demand from Canada has helped...

We are thrilled to announce that Cheryl Butler is transitioning her business to The Steele Group at CI Assante Wealth Management....

This week Canadians received the official 2024 Federal Budget. Ottawa is expected to spend $52.9 billion more than planned over the next...

On Monday, April 8, Mario Mota and Mark Wiesel from The Steele Group were joined by Greg Valliere, Chief U.S. Policy Strategist, and...

Did you know? The Dunning-Kruger effect can impact financial decision-making, leading to overconfidence in one's financial knowledge....

The federal government recently introduced new reporting requirements for trusts intended to ensure the effectiveness and integrity of...

In recent years, a growing number of Canadian reports and articles have highlighted concerns about the sales practices of employees at...