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 growth opportunities! In keeping with our yearly tradition, we like to keep everyone updated on our endeavors and upcoming plans to better serve our clients in 2025.
At the 2024 annual Assante conference, Sean Etherington, President, and Gordon Gouinlock, SVP Sales & Wealth Services, of CI Assante Wealth Management presented an award to Cliff Steele. Cliff honored nationally as the top advisor under 40 for 2024.
2024 continued our strong tradition of community involvement. From sponsoring local community teams such as The Cambridge Red Hawks and local community events like The Kitchener-Waterloo Oktoberfest, Cambridge Santa Clause Parade, Cambridge Foodbank, and The Cambridge Chamber of Commerce. We are proud to see our involvement grow and continue to give back locally to make a positive impact on our community. 2024 also marked an exciting milestone with Cliff, Mario, and Mark donating $15,000 to the Cambridge Foodbank. In addition, long term family client in combination with The Steele Group donated $13,000 which was matched by the Ronald Mcdonald house making for a total of $26,000 donated helping families at their various locations.
This year we wished Maria Smith well as she has taken some well-deserved time away from the office for the welcoming of her new child. Steele Group office has grown even larger with the addition of Hadley Lovell (Service Associate), Sakshi Sharma (Client Services Specialist), and Bronwyn McCrone (Client Services Specialist).
As part of our dedication to growth and enhancing the services we provide, this fall we purchased a building and moved to a new location on: 544 Hespeler Road, Cambridge, Ontario.
Given the holiday theme, we wanted to once again congratulate the 2024 Cambridge Santa Clause Parade winners. Elements Dance Arts (Best Overall Float), St. Benedict’s Catholic Secondary School (Best Band), MacDonald Steel Limited (Best Commercial), and Legends Academy of Performing Arts (Best Community).
Holiday Hours
To ensure you receive the support you need from The Steele Group over the holiday season, please note our office hours:
Limited hours: December 24th and December 31st (open until noon)
Office Closed: December 25th, December 26th, and January 1st
Emergency Contact: From December 24th to January 2nd, we are available via email or phone with limited office hours unless requested by clients.
For urgent inquiries or assistance, please reach out to us via email or phone.
From all of us at The Steele Group thank you for your time and sharing 2024 with us. We send our best wishes to you and your families. May your New Year be filled with good health, much success and happiness!