Happy Holidays & Office Hours!

Merry Christmas and Happy Holidays from The Steele Group! May your year-end celebrations be as balanced as a well-diversified portfolio, and may 2026 bring abundant growth, prosperity, and exciting opportunities.

Thank you for your continued trust and partnership, it means the world to us. As part of our annual tradition, we're excited to share updates on our recent endeavors and plans for 2026 to better serve you and our clients.

We continued our strong tradition of community involvement in 2025, proudly supporting local teams and events that bring our community together.

Highlights included sponsoring the Cambridge Rivulettes, Kitchener-Waterloo Oktoberfest, the Cambridge Santa Claus Parade, the Cambridge Food Bank, and the Cambridge Chamber of Commerce. We're thrilled to see our commitment grow each year as we give back and make a positive impact right here at home.

The Hassett family once again partnered with our office, turning their generous $5,000 donation into an incredible $26,000 for Ronald McDonald House Charities (RMHC) in Hamilton. Earlier this year, the Butterfield Fink family shared a heartfelt video about how these donations supported their family during a difficult time.

2025 also marked the second consecutive year that Cliff, Mario, and Mark donated $15,000 to the Cambridge Food Bank. Thank you for being part of a community we’re so proud to serve!

The Steele Group office has grown even larger with the addition of Mrudhula Benny (Service Associate), Janessa Matis (Service Associate), and Kelsey Morrison (Client Services Specialist).

We're especially proud to share some exciting news: The Steele Group has been honored with the 2025 Readers' Choice Award for Best Financial Planning Office, and Mario Mota has been named 2025 Advisor of the Year!

These recognitions mean so much to us because they reflect the trust and confidence you've placed in our team. Thank you for your continued support, it truly makes all the difference, and we're grateful to serve clients like you every day.

Given the holiday theme, we wanted to once again congratulate the 2025 Cambridge Santa Clause Parade winners. Elements Dance Arts (Best Overall Float), Ventures (Best Band), MacDonald Steel Limited (Best Commercial), and Ecole Catholique Saint-Noel-Cabanel (Best Community).

To ensure you receive the support you need from The Steele Group over the holiday season, please note our office hours:

 Limited hours: December 24th and December 31st (open until noon)

 Office Closed: December 25th, December 26th, and January 1st

 Emergency Contact: From December 24th to January 2nd, we are available via email or phone with limited office hours unless requested by clients.

For urgent inquiries or assistance, please reach out to us via email or phone.

From all of us at The Steele Group thank you for your time and sharing 2025 with us. We send our best wishes to you and your families. May your New Year be filled with good health, much success and happiness!