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.
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.
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.
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.
The Steele Group by the Numbers
YEARS COMBINED EXPERIENCE