top of page
TSG-Group-Banner-3840x1800-4.jpg

Our Team

Meet your Dedicated Financial Experts

Cliff-Steele.jpg

Financial Planner

Mario-Mota.jpg

Financial Planner

Mark-Wiesel.jpg

Financial Planner

Meet the team

Neel-Aggarwal.jpg

Estate and Insurance Specialist

Patrick-ORourke.jpg

Investment and Retirement Planner

Kelsey-Fullerton.jpg

Manager Client Services & Resource Planning

Katie-ONeil.jpg

Manager Compliance

Cintia-Mota.jpg

Team Lead

Priyanca-Patel.jpg

Executive Associate 

Nekesha-Auld.jpg

Service Associate

Hadley-Lovell.jpg

Service Associate

Bronwyn-McCrone.jpg

Service Associate

Mrudhula-Benny.jpg

Service Associate

Sakshi-Sharma.jpg

Client Services Specialist

Kelsey-Morrison.jpg

Client Services Specialist

TSG_Bio_900x900_Maria-Smith.jpg

Client Services Specialist

Missing_F.jpg

Client Services Specialist

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

The | Steele Group / CI Assante Wealth Management

Assante Financial Management Ltd.

544 Hespeler Rd
Cambridge, ON N1R 6J8

Telephone: 1.519.622.3740

Fax: 1.519.622.0508

Toll-free: 1.888.824.4351

www.assante.com

CIRO_W.png

Assante Financial Management Ltd. (“AFM”) is a registered mutual fund and an exempt market dealer providing mutual fund products and investment services. AFM advisors are licensed to sell mutual funds, guaranteed investment certificates (“GICs”), government bonds and other securities that are subject to available regulatory exemptions and required proficiencies.

 

AFM is a member of the Canadian Investment Regulatory Organization (“CIRO”), the national self-regulatory organization (“SRO”) that oversees all investment dealers, mutual fund dealers and trading activity in Canada’s debt and equity marketplaces. To learn more about CIRO please visit Canadian Investment Regulatory Organization (ciro.ca).

Always get the latest news

Sign up to receive news and updates.

By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that maybe of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy 

bottom of page