Client Centre

This section of our website is devoted to providing financial education to our clients. Here you will find articles, newsletters, seminars and information packages covering wealth management topics that range from Estate Planning, to RRIFs, to tax-strategies and more.

Taking Stock with Steele Monthly e-Newsletter
Download our monthly newsletter here, or Contact Us to subscribe.

Past Newsletters

Knowledge Pays
Knowledge Pays is a seminar series hosted by Steele Wealth Management on different personal finance topics. These events keep you in the know, because we believe Knowledge Pays.

Discretionary Portfolio (PIMG) Information and Commentary
A summary of our discretionary portfolio offering and commentary on recent portfolio transactions, the current economic environment and investment ideas and themes. Click here for the most recent PIMG commentary.

What are the PIMG portfolios?

Estate Planning
A comprehensive summary of what you need to know about Estate Planning, prepared by Steele Wealth Management and Raymond James.

Steele Wealth Management and Raymond James Articles