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A Strong Team For What Comes Next

“When considering the future of my practice, my priority was finding a team that shared my values, understood the importance of strong client relationships and had the expertise to serve clients well into the future. I am confident The Steele Group is that team.”


— Arnie Mohr


Arnie Mohr has chosen to partner with The Steele Group of Assante Wealth Management to help ensure his clients continue to receive thoughtful, comprehensive advice for years to come. The transition brings together the relationships and knowledge Arnie has built with the strength of an established advisory team offering financial, investment, retirement, estate and insurance planning.


Arnie and The Steele Group will work together to ensure the team understands each client’s priorities, history and financial plans. Clients gain access to integrated financial,

investment, retirement, estate and insurance planning. The Steele Group provides the depth, resources and support required to serve clients through changing needs and

future generations.



 
 
The | Steele Group / CI Assante Wealth Management

CI Assante Wealth Management

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

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CI Assante Wealth Management is a registered mutual fund and an exempt market dealer providing mutual fund products and investment services. CI Assante Wealth Management 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.

 

CI Assante Wealth Management 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).

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