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Making your money work harder

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 Business

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.

What we do

At The Steele Group of Assante Financial Management Ltd., we apply a time tested approach to financial planning which takes the education from FP Canada with a combined work experience of 35+ years between Cliff, Mario, and Mark. 

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Our Process

The first step in creating any good plan is to have a clear understanding of what the goals and objectives are. For many people, the financial planning process is their first “go through” in terms of writing down their financial objectives. 

Our Team

We are a “boutique” consulting firm that is large enough to provide the needed resources, depth, experience and knowledge but small enough to be responsive, nimble and able to truly customize the delivery of benefits and communications. 

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The Steele Group by the Numbers

35+

YEARS COMBINED EXPERIENCE

3

FINANCIAL PLANNERS

15

TEAM MEMBERS