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  • Mario Mota

Retirement Planning for Financial Advisors


We are thrilled to announce that Cheryl Butler is transitioning her business to The Steele Group at CI Assante Wealth Management. Financial advisors, like all professionals, reach a point in their careers where retirement becomes an inevitable and well-deserved chapter; as they transition out of active practice, advisors often face the critical task of ensuring their clients are left in capable hands. This is where established financial firms such as The Steele Group come into play.


Cliff Steele, Mario Mota, and Mark Wiesel firmly believe that a team-based approach is essential in today's rapidly changing financial landscape. As a team managing over $430 million in investor assets, we are dedicated to helping our clients achieve financial success. In this dynamic environment, our team approach ensures that our clients receive high-quality information and advice on a wide range of financial matters.


For clients, the shift to a larger firm can offer several benefits. Advanced technology platforms can provide a more streamlined experience, with real-time updates on portfolio performance and access to a wider array of investment options. Larger firms also typically have the resources to offer a more diverse range of services, such as estate planning, tax planning, and insurance.


Our philosophy is simple: "Do what's right" for each client. This motto is not just words; it's a reflection of our commitment to always prioritize our clients' interests. We strive to make your money work harder and have been doing so since our corporation began in 2001. Our comprehensive wealth management services include investments, insurance, financial planning, tax planning, and will and estate planning, all backed by unparalleled support.


To learn more about our team, our approach, and how to get in touch, please email us at thesteelegroup@assante.com or call us at 519-622-3740 

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