Our Team
Meet your Dedicated Financial Experts
Meet the team
Our History
1996
The Founding
Norm Steele entered the industry via Mutual Life's back office, serving clients directly for their financial planning needs and started providing group services. This office was one of the earlier firms adopting a fee based model with no embedded commissions on clients investments.
1999
First Major Dealership Change
Back office services changed from Mutual Life to Clarica, increasing the total offerings to our clients