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Arnold Mohr


Estate and Insurance Specialist
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Arnie is a lifelong resident in the Waterloo region with over 40 years experience in financial planning . He has been life insurance licensed since 1981 and Mutual fund licensed since 1998. Arnie is dedicated to helping clients reach their financial goals as an independent Assante advisor and partnered with The Steele Group in 2025.

 

Arnie specializes in retirement income planning and estate protection. In this role at The Steele Group Arnie will continue to apply his knowledge and experience in estate planning and insurance to provide his clients with the highest quality advice in these very important areas of Financial Planning.

The | Steele Group / CI Assante Wealth Management

CI Assante Wealth Management

544 Hespeler Rd
Cambridge, ON N1R 6J8

Telephone: 1.519.622.3740

Fax: 1.519.622.0508

Toll-free: 1.888.824.4351

www.assante.com

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CI Assante Wealth Management is a registered mutual fund and an exempt market dealer providing mutual fund products and investment services. CI Assante Wealth Management advisors are licensed to sell mutual funds, guaranteed investment certificates (“GICs”), government bonds and other securities that are subject to available regulatory exemptions and required proficiencies.

 

CI Assante Wealth Management is a member of the Canadian Investment Regulatory Organization (“CIRO”), the national self-regulatory organization (“SRO”) that oversees all investment dealers, mutual fund dealers and trading activity in Canada’s debt and equity marketplaces. To learn more about CIRO please visit Canadian Investment Regulatory Organization (ciro.ca).

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