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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


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


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


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


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


Tax Highlights from the 2024 Federal Budget
This week Canadians received the official 2024 Federal Budget. Ottawa is expected to spend $52.9 billion more than planned over the next...

Mario Mota
Apr 18, 20241 min read


Navigating Economic Growth & Political Uncertainty
On Monday, April 8, Mario Mota and Mark Wiesel from The Steele Group were joined by Greg Valliere, Chief U.S. Policy Strategist, and...

Mario Mota
Apr 13, 20241 min read


What is the Dunning-Kruger Effect
Did you know? The Dunning-Kruger effect can impact financial decision-making, leading to overconfidence in one's financial knowledge....

Mario Mota
Apr 10, 20242 min read


Bare Trusts Exempt from New Trust Reporting Rules for the 2023 Tax Year
The federal government recently introduced new reporting requirements for trusts intended to ensure the effectiveness and integrity of...

Mario Mota
Apr 1, 20242 min read


The Importance of Fiduciary Duty: Why Your Financial Advisor's Responsibility Matters
In recent years, a growing number of Canadian reports and articles have highlighted concerns about the sales practices of employees at...

Mario Mota
Mar 18, 20242 min read


Chamber of Commerce - Growth Series
As the 2024 RRSP season comes to a close, The Cambridge Chamber of Commerce has teamed up with The Steele Group for their business growth...

Mario Mota
Feb 27, 20241 min read


Why Use Financial Planning
A financial advisor is more than someone who manages your investments; they are a partner in building a plan to help you achieve your...

Mario Mota
Feb 14, 20241 min read


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 12, 20242 min read


The Steele Group's Q4 2023 Newsletter
Wrapping up the fourth quarter of 2023, both the United States and Canadian economies have shown resilience in the face of various...

Mario Mota
Jan 22, 20244 min read


Happy Holidays & Office Hours!
Starting our farewell to 2023, we would like to take this opportunity to thank each of our valued clients for your continued support....

Mario Mota
Dec 20, 20232 min read


Traditional Benefits vs. Health Spending Accounts
If you own a business, employee benefits are a way of ensuring that you draw in talent and retain skilled workers. With different options...

Mario Mota
Dec 5, 20231 min read


Season of Giving!
At The Steele Group, we firmly believe in the transformative power of community engagement and giving back. Rooted in our commitment to...

Mario Mota
Dec 4, 20232 min read


Navigating the Landscape of Professional Designations
This year Cliff, Mario, and Mark completed all the extensive courses and exams throughout 2023 to earn their CIM designation (Charted...

Mario Mota
Nov 13, 20232 min read


4 Things to Keep In Mind During a Volatile Market
When the markets are going through a volatile period, it can be nerve-wracking and it's natural to feel the urge to sell your...

Mario Mota
Nov 1, 20231 min read


The Steele Group's Q3 2023 Newsletter
Stalling disinflation (opposite of inflation, where prices decrease period-over-period), rising bond yields, and an uncertain global...

Mario Mota
Oct 31, 20233 min read
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