**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

Merry Christmas and Happy Holidays from The Steele Group! May your year-end celebrations be as balanced as a well-diversified portfolio, and may 2026 bring abundant growth, prosperity, and exciting opportunities. Thank you for your continued trust and partnership, it means the world to us. As part of our annual tradition, we're excited to share updates on our recent endeavors and plans for 2026 to better serve you and our clients. We continued our strong tradition of communit

Wrapping up Q3 2025, this quarter delivered solid gains for markets despite lingering trade uncertainties and shifting global policies. From our vantage point here at The Steele Group of Assante Financial Management Ltd, the tide has clearly turned toward optimism, fueled by central banks finally pivoting to rate cuts, which is breathing fresh life into economic activity and investor confidence. Inflation continues its steady cooldown, corporate earnings are surprising to the

With headlines continuing to focus on political soundbites and trade disputes, it's easy to feel overwhelmed by noise. At The Steele...

Peter Bowen, Fidelity Vice President of Tax and Retirement Research, explains what the removal of section 899 - the section that would...

Warren Buffett, the legendary investor and chairman of Berkshire Hathaway, officially announced his retirement. Buffet is widely regarded...

The first quarter of 2025 was a turbulent period for global financial markets, characterized by a shift from initial optimism to...

With the recent market volatility, we felt it is an opportune time to revisit the value of building and remaining committed to a...

History doesn't repeat itself but it often rhymes. Given the recent market correction, its easy to fall into the fools trap of selling...

This past year, our team matched the donations of our clients towards the local Ronald McDonald House (RMHC) in Hamilton. This location...

The market and economic outlook in the U.S. remains solid. While Trump adds some volatility, none of his “radical” moves are actually...

To help you navigate this tax season, our office wanted to take a moment to remind you of some important considerations regarding your...

Over the last few weeks Cliff, Mark, and Mario have been speaking with various experts and industry insiders on the upcoming tariffs and...

In Q4 the expectation of pro-business policy changes from the incoming U.S. government, including potential tax cuts and deregulation,...

Happy Holidays from The Steele Group! May your year-end be as balanced as a well-diversified portfolio, and may your 2025 be filled with...

This week marked a groundbreaking event in the Canadian finance industry. CI Financial Corp., the parent company of CI Assante, announced...

This week marked another U.S. presidential election, and we wanted to start with an interesting historical note. Donald Trump became the...

Before diving into our usual Q3 market summary, we are thrilled to share two exciting announcements. Twenty years ago, The Steele Group...