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

Mario Mota
May 32 min read
766 views


The Steele Group's Q1 2025 Newsletter
The first quarter of 2025 was a turbulent period for global financial markets, characterized by a shift from initial optimism to...

Mario Mota
Apr 256 min read
67 views


Managing Volatility with the 3 Bucket Strategy
With the recent market volatility, we felt it is an opportune time to revisit the value of building and remaining committed to a...

Mario Mota
Apr 183 min read
64 views


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

Mario Mota
Apr 92 min read
53 views


Making a Difference Together: Supporting RMHC Hamilton and Local Families
This past year, our team matched the donations of our clients towards the local Ronald McDonald House (RMHC) in Hamilton. This location...

Mario Mota
Mar 271 min read
72 views


The News Cycle Is Your Biggest Enemy Right Now
The market and economic outlook in the U.S. remains solid. While Trump adds some volatility, none of his “radical” moves are actually...

Cliff Steele
Feb 142 min read
27 views


2025 Tax Season Update
To help you navigate this tax season, our office wanted to take a moment to remind you of some important considerations regarding your...

Mario Mota
Feb 132 min read
29 views


Trump's Tariffs on Canada: A New Trade War Ignites, Economic Outlooks Diverge
Over the last few weeks Cliff, Mark, and Mario have been speaking with various experts and industry insiders on the upcoming tariffs and...

Mario Mota
Feb 34 min read
94 views


The Steele Group's Q4 2024 Newsletter
In Q4 the expectation of pro-business policy changes from the incoming U.S. government, including potential tax cuts and deregulation,...

Mario Mota
Jan 293 min read
46 views


Happy Holidays & Office Hours!
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...

Mario Mota
Dec 23, 20242 min read
145 views


Global Capital in Canada: Mubadala Acquires CI Financial
This week marked a groundbreaking event in the Canadian finance industry. CI Financial Corp., the parent company of CI Assante, announced...

Mario Mota
Nov 26, 20242 min read
164 views


Trump's Triumph: What It Means for Canadian Investors
This week marked another U.S. presidential election, and we wanted to start with an interesting historical note. Donald Trump became the...

Mario Mota
Nov 7, 20243 min read
82 views


The Steele Group's Q3 2024 Newsletter
Before diving into our usual Q3 market summary, we are thrilled to share two exciting announcements. Twenty years ago, The Steele Group...

Mario Mota
Nov 4, 20244 min read
66 views


We're Moving!
Our New Location! As part of our dedication to growth and enhancing the services we provide, we’re moving to a new location on Monday...

Mario Mota
Oct 9, 20241 min read
82 views


Financial Side of Higher Education: Tips for Parents and Students
Preparing for post-secondary education in Canada can be as daunting as trying to teach a cat to play fetch. Here are some financial...

Mario Mota
Aug 9, 20243 min read
25 views


What is the Sahm Rule indicator?
Our industry is notorious for the random indicators. Any time we see market volatility, there is always a random indicator which will...

Mario Mota
Aug 2, 20242 min read
122 views


The Steele Group's Q2 2024 Newsletter
The second quarter of 2024 was marked by a dynamic economic landscape, characterized by shifting trends and notable events that...

Mario Mota
Jul 31, 20242 min read
28 views


Revolutionizing the Future: Understanding AI Within Investment Portfolios
On Wednesday, July 10, The Steele Group hosted a discussion with Kabi Thaya, Institutional Strategist at Munro Partners based in...

Mario Mota
Jul 23, 20241 min read
157 views


The Steele Group's Q1 2024 Newsletter
Canada's economy was a bit of a mixed bag in Q1 2024. Considering the economic challenges it faced, a US demand from Canada has helped...

Mario Mota
May 1, 20244 min read
30 views


Retirement Planning for Financial Advisors
We are thrilled to announce that Cheryl Butler is transitioning her business to The Steele Group at CI Assante Wealth Management....

Mario Mota
Apr 23, 20242 min read
73 views
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