Mario Mota
Traditional Benefits vs. Health Spending Accounts
If you own a business, employee benefits are a way of ensuring that you draw in talent and retain skilled workers. With different options...
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Mario Mota
Dec 4, 20232 min read
Season of Giving!
At The Steele Group, we firmly believe in the transformative power of community engagement and giving back. Rooted in our commitment to...
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Mario Mota
Nov 13, 20232 min read
Navigating the Landscape of Professional Designations
This year Cliff, Mario, and Mark completed all the extensive courses and exams throughout 2023 to earn their CIM designation (Charted...
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Mario Mota
Nov 1, 20231 min read
4 Things to Keep In Mind During a Volatile Market
When the markets are going through a volatile period, it can be nerve-wracking and it's natural to feel the urge to sell your...
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Mario Mota
Oct 31, 20233 min read
The Steele Group's Q3 2023 Newsletter
Stalling disinflation (opposite of inflation, where prices decrease period-over-period), rising bond yields, and an uncertain global...
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Mario Mota
Jul 24, 20234 min read
The Steele Group's Q2 2023 Newsletter
Halfway through 2023 we have seen the S&P has entered bull market territory and inflation continues to be the leading economic story....
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Mario Mota
Jul 7, 20231 min read
Market Update with AGF
On June 23rd, Jonathan from AGF provided a market update and his process. He discusses implications on his portfolios, areas of future...
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Mario Mota
Jun 14, 20232 min read
Update on FHSA (First Home Savings Account)
We highlighted in our January 2023 post, the Federal government introduced the Tax-Free Home Savings Account (FHSA) in the 2022 budget,...
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Mario Mota
Apr 24, 20234 min read
The Steele Group's Q1 2023 Newsletter
The first quarter of 2023 was the most eventful quarter seen since the 2020 Covid market event. At the start of the quarter inflation...
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Mario Mota
Mar 29, 20232 min read
2023 Federal Budget Highlights
The 2023 Federal Budget was released on March 28th. What did the Minister of Finance unveil, and how will it affect Canadians? The Steele...
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Mario Mota
Mar 28, 20231 min read
Investing with a Narrow Emotional Band
On Tuesday March 21st, Cliff and Mario hosted Ben Cotter - CFA, Partner, from Edgepoint, for a candid discussion on their firm's approach...
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Mario Mota
Mar 10, 20231 min read
Market Update / Silicon Valley Bank
On Friday March 10th, Silicon Valley Bank (SVB) broke news as it struggled to meet liquidity demands. While this will make for some great...
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Mario Mota
Feb 24, 20233 min read
Deadline to contribute to an RRSP
March 1, 2023 is the deadline to contribute to your RRSP for the 2022 tax year. This is the last day that you can contribute to your or...
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Mario Mota
Feb 17, 20231 min read
Update on Canadian Real Estate
On Thursday February 9th, Mario Mota and Neel Aggarwal from The Steele Group, along with Penny Wrightly from The Mortgage Centre...
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Mario Mota
Jan 26, 20234 min read
New First Time Home Buyers Program
First time home buyers now have more options on how to save for what will likely be the largest purchase of their life time. As of...
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Mario Mota
Jan 24, 20234 min read
What is Fat Fingers?
Today, January 24th 2023, there was a sudden market movement in the early hours of trades on various large cap US stocks. A chaotic open...
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Mario Mota
Jan 10, 20233 min read
The Steele Group's Q4 2022 Newsletter
The fourth quarter of 2022 started well for investors, with Canadian and U.S. stocks up over 10% in October and November, and bond prices...
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Mario Mota
Dec 31, 20221 min read
Happy New Years!
As we embark on a brand new year, we at The Steele Group would like to take a moment to reflect on the past year. All of our clients and...
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Mario Mota
Dec 22, 20222 min read
Happy Holidays!
As we bid farewell to 2022, we would like to take this opportunity to thank you for your support throughout the year. Despite the...
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Mario Mota
Nov 10, 20221 min read
November 10th 2022
Stocks headed toward their best day in years Thursday on Wall Street after a report showed inflation in the United States slowed last...
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