Mario Mota
Global Capital in Canada: Mubadala Acquires CI Financial
This week marked a groundbreaking event in the Canadian finance industry. CI Financial Corp., the parent company of CI Assante, announced...
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Mario Mota
Nov 73 min read
Trump's Triumph: What It Means for Canadian Investors
This week marked another U.S. presidential election, and we wanted to start with an interesting historical note. Donald Trump became the...
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Mario Mota
Nov 44 min read
The Steele Group's Q3 2024 Newsletter
Before diving into our usual Q3 market summary, we are thrilled to share two exciting announcements. Twenty years ago, The Steele Group...
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Mario Mota
Oct 91 min read
We're Moving!
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...
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Mario Mota
Aug 93 min read
Financial Side of Higher Education: Tips for Parents and Students
Preparing for post-secondary education in Canada can be as daunting as trying to teach a cat to play fetch. Here are some financial...
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Mario Mota
Aug 22 min read
What is the Sahm Rule indicator?
Our industry is notorious for the random indicators. Any time we see market volatility, there is always a random indicator which will...
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Mario Mota
Jul 312 min read
The Steele Group's Q2 2024 Newsletter
The second quarter of 2024 was marked by a dynamic economic landscape, characterized by shifting trends and notable events that...
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Mario Mota
Jul 231 min read
Revolutionizing the Future: Understanding AI Within Investment Portfolios
On Wednesday, July 10, The Steele Group hosted a discussion with Kabi Thaya, Institutional Strategist at Munro Partners based in...
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Mario Mota
May 14 min read
The Steele Group's Q1 2024 Newsletter
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...
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Mario Mota
Apr 232 min read
Retirement Planning for Financial Advisors
We are thrilled to announce that Cheryl Butler is transitioning her business to The Steele Group at CI Assante Wealth Management....
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Mario Mota
Apr 181 min read
Tax Highlights from the 2024 Federal Budget
This week Canadians received the official 2024 Federal Budget. Ottawa is expected to spend $52.9 billion more than planned over the next...
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Mario Mota
Apr 131 min read
Navigating Economic Growth & Political Uncertainty
On Monday, April 8, Mario Mota and Mark Wiesel from The Steele Group were joined by Greg Valliere, Chief U.S. Policy Strategist, and...
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Mario Mota
Apr 102 min read
What is the Dunning-Kruger Effect
Did you know? The Dunning-Kruger effect can impact financial decision-making, leading to overconfidence in one's financial knowledge....
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Mario Mota
Apr 12 min read
Bare Trusts Exempt from New Trust Reporting Rules for the 2023 Tax Year
The federal government recently introduced new reporting requirements for trusts intended to ensure the effectiveness and integrity of...
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Mario Mota
Mar 182 min read
The Importance of Fiduciary Duty: Why Your Financial Advisor's Responsibility Matters
In recent years, a growing number of Canadian reports and articles have highlighted concerns about the sales practices of employees at...
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Mario Mota
Feb 271 min read
Chamber of Commerce - Growth Series
As the 2024 RRSP season comes to a close, The Cambridge Chamber of Commerce has teamed up with The Steele Group for their business growth...
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Mario Mota
Feb 141 min read
Why Use Financial Planning
A financial advisor is more than someone who manages your investments; they are a partner in building a plan to help you achieve your...
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Mario Mota
Feb 122 min read
Tax Season Update
To help you navigate this tax season, our office wanted to take a moment to remind you of some important considerations regarding your...
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Mario Mota
Jan 224 min read
The Steele Group's Q4 2023 Newsletter
Wrapping up the fourth quarter of 2023, both the United States and Canadian economies have shown resilience in the face of various...
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Mario Mota
Dec 20, 20232 min read
Happy Holidays & Office Hours!
Starting our farewell to 2023, we would like to take this opportunity to thank each of our valued clients for your continued support....
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