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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.

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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.

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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.


21 Feb 2020

In Memoriam – Albert D. Smith

Albert D. Smith

1934 – 2020

It is with a very heavy heart that The Steele Group Financial announces the passing of a founding partner, Albert Smith, who passed on February 7, 2020 in Kitchener, Ontario at the age of 86.

Known simply as Al to family and friends, he was a role model to many over the years being both a teacher and mentor to members in the firm. Always a gentleman, he had time for others and was ready with kindness and gentle ways.

Al spent his early years as a poultry geneticist working in Port Perry and then Kitchener. In 1982, he switched careers and joined Mutual Life of Canada, later becoming Clarica and ultimately Sun Life Financial. Al spent nearly a decade in private practice looking after clients and their families. In 1991, Al became a member of the management team at the Kitchener Financial Centre where he practiced his passion for teaching others as the Training Manager. From 1997 through to his retirement in 2003, Al returned to private practice and became a founding partner of The Steele Group Financial and Workplace Services Inc. in 2000. In this capacity, he was instrumental in establishing the ethics and practices the firm follows to this day.

Al was ever the philanthropist, being very much involved in his church and a variety of charitable activities. Al will be deeply missed by not only family and friends, but by all the clients he served over the years and by anyone who had the opportunity to get to know him.

Always the patient teacher

The Steele Group Financial and Workplace Services Inc.

30 Jan 2020

The Steele Group’s Q4 2019 E-Newsletter

Brexit paralysis and the U.S./China trade war have dragged on the global economy for months. Remarkably, we saw at least a partial resolution of both in the final days of 2019, when British voters said goodbye to Europe and the first phase of a potential deal to end the tariff battle with China was reached. And while investors were digesting those events, the U.S. House of Representatives quietly ratified the USMCA – a trade pact critical to Canada’s economic growth.

Full story at thesteelegroup.ca

23 Oct 2019

The Steele Group’s Q3 2019 E-Newsletter

Managing through uncertainty is what we do and Q3 of 2019 has proven rife with unpredictability. But this is to be expected in an environment of experimental monetary policy, negative yields/low discount rates, elevated debt levels, inverted yield curves, trade wars, and slowing global economic growth.

Full story at thesteelegroup.ca

03 Jul 2019

The Steele Group’s Q2 2019 E-Newsletter

Coming off a very strong start to the year in the first quarter, global capital markets
continued to chart a generally positive course through the second quarter of 2019. Although ongoing trade disputes unsettled investors for much of the period, equity markets around the globe moved higher, while bond prices also climbed as central banks maintained an easy monetary policy stance.

Full story at thesteelegroup.ca

04 Jun 2019

The Steele Group’s Q1 2019 E-Newsletter

Global capital markets reversed course after a notably difficult end to 2018, rebounding strongly to post mainly positive results for the first quarter of 2019. Equity markets appeared to be lifted by the prospect of easier monetary policy, while bond markets benefited from economic data showing slowing global growth.

Full story at thesteelegroup.ca

16 Jan 2019

The Steele Group’s Q4 2018 E-Newsletter

After an unusually calm year of solid performance for capital markets in 2017, investors experienced a much bumpier ride in 2018. Downward volatility resurfaced in the first quarter, and though markets moved generally higher through the summer months, a sharp sell-off in the fourth quarter meant that most asset classes registered negative returns for the year.

Full story at thesteelegroup.ca

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