Direct Line: (519) 883-6040
Brian has worked in the financial services industry since 1989 and started building the wealth management team, now known as Steele Wealth Management, in 1998.
He began in a corporate and personal income tax planning for a national accounting firm. Recognizing that business owners and executives needed a broader application of expert tax knowledge, he decided to move to the investment industry in 1993.
Providing wealth management services to individuals, corporations, trusts and foundations, he recognized that understanding the taxation of different investment returns and minimizing portfolio taxation is integral to achieving maximum risk-adjusted returns.
As lead Financial Advisor and Portfolio Manager for Steele Wealth Management, Brian reviews and finalizes all recommendations and changes in portfolio strategy and construction for individual client and discretionary model portfolios.
Brian holds a Bachelor of Mathematics from the University of Waterloo, is a Chartered Accountant (CA, CPA) and a Chartered Financial Analyst (CFA).
When outside the office, Brian is an active parent of two children, avid golfer and enjoys spending time with his family at the cottage. His community involvement finds him working with the Waterloo Region Suicide Prevention Council on fundraising initiatives.