“When considering the future of my practice, my priority was finding a team that shared my values, understood the importance of strong client relationships and had the expertise to serve clients well into the future. I am confident The Steele Group is that team.” — Arnie Mohr Arnie Mohr has chosen to partner with The Steele Group of Assante Wealth Management to help ensure his clients continue to receive thoughtful, comprehensive advice for years to come. The transition bring

**The blog below was written on May 7th, as of May 19th there have been a few updates from Assante resulting in a delay on the launch and we will update this blog once further details are released to our team. There is an importnat update from CI Assante reagrding major upgrades to the portal where you access your accounts on-line, Assante InvestorOnline. The new tool will be called Assante Portal and will offer the following enhancements. A cleaner look and feel Easier acces

The first quarter of 2026 centered heavily around geopolitical volatility. The start of the year commenced with the most successful regime change when the U.S. captured Nicolas Maduro out of Venezuela. Maduro’s VP, Delcy Rodriguez, quickly established an agreement changing the loyalty of Venezuela from Russian/China to the U.S. In return Venezuela had sanctions removed and will provide the U.S. insight and oversight into their energy sector. For reference in recent years the

The fourth quarter of 2025 capped off a strong year for markets despite lingering trade uncertainties and a mixed economic backdrop. Equities posted moderate gains, with the S&P/TSX Composite advancing by approximately 4%, the S&P 500 up 3%, and the Nasdaq Composite rising 4%. These gains were supported by resilient corporate earnings, stabilizing inflation, and cautious monetary policy adjustments from central banks. Technology and materials sectors continued to lead, buoyed