Who We are
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. By a dedication to technology, to process through the ISO 9001:2015 designation and continual education, the firm is positioned to provide “one of a kind” consulting services.
Why Work With Us
Our philosophy and practice is Do What’s Right for each client. This is no idle motto but rather a factual representation of what we do. Clients’ interests are our main priorities.
We know how to do it. We are proud of the ISO 9001:2015 Registration. Our processes are audited each year to ensure that we meet rigorous ISO standards.
We can prove it. Commissioned professional research has demonstrated that our clients believe we provide high levels of knowledge, education and care. Client testimonials demonstrate why our retention rates exceed 99%.
CFP, CLU, RPA, CEBS
+1 888 824 4351, Ext. 101
Norm is the founding partner of the firm. Norm has extensive experience in working with companies in establishing, maintaining and evaluating group benefits and group retirement savings plans. Norm helps employers meet their fiduciary responsibilities by using proven employee communications and educations strategies. Norm also assists retiring and retired employees to maximize their retirement income.
CFP, BBA, BMath
+1 888 824 4351, Ext. 110
Cliff is an Advisor who prepares the quantitative analysis and reporting for our group benefits and pension clients. This analysis helps us to deliver superior support around benefit renewals and claims trending. As well, Cliff assists individuals and families in understanding the complexities of personal finance by providing one-on-one financial service and creating comprehensive financial plans.
+1 888 824 4351, Ext. 103
Karl is a Senior Service Representitve with more than thirty years experience. He specializes in helping clients to protect their wealth with the right insurance solution to fit their needs. He is passionate about ensuring clients have a plan in place to help outline their financial road map to meet their goals.
+1 888 824 4351, Ext. 111
Mark began in the financial services industry in 2006, as a part time bank teller, prior to his graduation from university. Since this time he has steadily climbed though the industry and brings a wealth of investment and banking knowledge with him into his current role as Sales Associate Advisor. He holds an Honours Bachelor of Arts (BA) degree in Finance and Economics from Laurentian University. He recently earned his Personal Financial Planner (PFP®) designation to help ensure he has the knowledge necessary to help you with your financial planning needs. The experience he has gained combined with his continuing education helps equip him to provide trustworthy and practical advice to clients. Mark takes pride in helping individuals and businesses build their tax-effective insurance and investment strategies to help meet their retirement and legacy planning needs.
CFP, FMA, PFP
+1 888 824 4351, Ext. 112
Additional languages: Portuguese
Mario began in the financial services industry in 2006, as a customer service representative at a Canadian bank. In addition his graduation from his Business Administration Financial Planning receiving an Advanced Diploma in 2007, he obtained a Financial Management Advisor (FMA®) designation. In 2012 he completed the Certification in Small Business Advisory. By 2017 he attained his second designation, Personal Financial Planner (PFP®), and has continued to expend on credentials in 2019 with the Certified Financial Planner (CFP®) designation. After 6 years of working in senior role within Toronto’s financial district, he moved back home to Cambridge 2014. With the combination with his years of industry experience and education has allowed him the knowledge necessary to provide you with your financial planning needs. Mario will take the time to understand what matters most to you and recommend strategies for reaching your goals—whatever they may be!
+1 888 824 4351, Ext. 104
Arlene is our Business Manager and ISO Compliance Officer. Her duties include the marketing, accounting, personnel management and most notably, the overseeing of the ISO 9001:2015 process management. Arlene has twenty years experience in management and completed the ISO Internal Auditor course in 2006.
+1 888 824 4351, Ext. 100
Allison is a Senior Licensed Administrative Support Person, who fields questions from clients, group plan members and provides enrollment assistance if needed. Allison is a graduate from Sheridan College with an Advanced Diploma in Finance. Allison has achieved her Mutual Fund License, and her Life License, and she is an excellent resource for our clients to take advantage of during business hours.
+1 888 824 4351, Ext. 106
Samantha is a Senior Licensed Administrative Support Person, who fields questions from clients, group plan members and provides enrollment assistance if needed. Samantha is a graduate from Sheridan College with an Advanced Diploma in Finance. Samantha has achieved her Mutual Fund License, and her Life License, and she is an excellent resource for our clients to take advantage of during business hours.
+1 888 824 4351, Ext. 105
Tiffany is an Administrative Assistant who is responsible for providing administrative and clerical services in order to ensure effective and efficient operations. Tiffany has been in the financial services industry since 2008. She has a thorough knowledge of client needs and her commitment to providing the highest level of service makes her a great resource to the Steele Group client service team.
+1 888 824 4351, Ext. 107
Courtney is an Administrative Assistant who is responsible for providing administrative and clerical services in order to ensure effective and efficient operations. Courtney is a graduate from Conestoga College with an Advanced Diploma in Business Administrative – Marketing. Courtney has over six years of experience within the customer service sector, and is a great resource to The Steele Group client service team.
+1 888 824 4351, Ext. 108
Katie provides administrative support in helping our business to run at optimum efficiency. She brings experience working in the financial industry and customer service sector and has a Business-Marketing diploma from Conestoga College. Katie is a fantastic resource for our clients and our team.
+1 888 824 4351, Ext. 109
Denise is an Administrative Assistant who is responsible for providing administrative and clerical services in order to ensure effective and efficient operations. Denise has been in the financial services industry since 2013 and has her Mutual Fund License and Life License. Her knowledge and commitment makes her a great resource to the Steele Group client service team.
+1 888 824 4351, Ext. 102
Kieran is an Administrative Assistant who is responsible for providing administrative and clerical services in order to ensure effective and efficient operations. Kieran is a graduate from Conestoga College with a Ontario College Diploma in Business. Kieran has over five years of experience within the customer service sector, and is a phenomenal resource to The Steele Group client service team.
What We Do
We educate. We help individuals, employees and human resource managers understand the financial products that are available on the market today and which are best suited to their specific needs. We help them make informed and educated decisions about the options that are available to them.
We design group savings plans. We educate and assist companies to navigate through the complex options of group RRSP, DPSP, DBPP and DCPP to maximize the value of your plan. We also help to monitor those programs and assist with CAP/CAPSA guidelines to ensure our clients meet all regulatory requirements.
We design effective, efficient life & health benefits plans. We design the most cost efficient programs that provide the best benefits to your employees at a cost structure that meets the financial realities of your company.
To dedicate our time, effort and skills to help
individuals and businesses realize their financial goals
Integrity and honesty
Continual education and personal growth
Accountability for our actions
Strictest standards of operations compliant
with the financial industry and ISO
Expand the diversity of our business
Deliver fast, friendly and professional financial services
Provide a work environment conducive to excellent work habits
Instill the importance of continual education and personal growth
Empower each employee to make meaningful contributions
Achieve financial success for our clients
Improve our participation in the community at large
The Steele Group is committed to providing thorough
financial services and excellence in every aspect of operations.
Our quest for quality is a continuous process involving:
The identification and documentation of customer needs
The development, organization and implementation
of services to meet those needs consistently
Feedback from clients to assess the company’s performance
Action on client feedback to improve the company’s standards
The Steele Group’s quality management system
ensures that customers receive quality, reliability and
integrity in the products and services provided to them
and that their needs and expectations are met as well
as the requirements of the financial industry