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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
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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
124 views


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
1,474 views


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
1,182 views


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
509 views


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
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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
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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
76 views


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
116 views


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
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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
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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
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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
89 views


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
94 views


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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The Steele Group's Q2 2023 Newsletter
Halfway through 2023 we have seen the S&P has entered bull market territory and inflation continues to be the leading economic story....

Mario Mota
Jul 24, 20234 min read
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Market Update with AGF
On June 23rd, Jonathan from AGF provided a market update and his process. He discusses implications on his portfolios, areas of future...

Mario Mota
Jul 7, 20231 min read
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Update on FHSA (First Home Savings Account)
We highlighted in our January 2023 post, the Federal government introduced the Tax-Free Home Savings Account (FHSA) in the 2022 budget,...

Mario Mota
Jun 14, 20232 min read
94 views


The Steele Group's Q1 2023 Newsletter
The first quarter of 2023 was the most eventful quarter seen since the 2020 Covid market event. At the start of the quarter inflation...

Mario Mota
Apr 24, 20234 min read
110 views


2023 Federal Budget Highlights
The 2023 Federal Budget was released on March 28th. What did the Minister of Finance unveil, and how will it affect Canadians? The Steele...

Mario Mota
Mar 29, 20232 min read
103 views
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