Honest – Straightforward – Expert Advice

Why Choose Steele Wealth Management?

Managing wealth is complex—we make it simple. Our team delivers strategies that bring clarity, confidence, and peace of mind.

What makes us different?

  • Personalized Planning – Vision-based financial planning, tax planning, and wealth management tailored to your life vision.
  • Transparency & Confidence – Risk-managed portfolios designed for clarity to grow and protect your wealth
  • Concierge-Level Service – One point of contact for all your wealth management needs.
  • Cross-Border Expertise – Licensed in both Canada and the U.S., we specialize in simplifying international financial planning for clients with wealth in both countries.

Start today – Contact us for a consultation

Delivering Total Wealth Solutions

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Get to know Your Team

Brian Steele bio headshot
Brian Steele, CPA, CA, CFA®
Senior Portfolio Manager
Laura Prust bio image
Laura Prust, CIM®, CRPC®
Senior Portfolio Manager
Matthew Bell bio image
Matthew Bell, CFA®
Portfolio Manager
Sam Ryder Bio Image
Sam Ryder, CFA®
Portfolio Manager
Elizabeth Kernohan bio image
Elizabeth Kernohan
Senior Tax Advisor
Greg Weiler
Greg Weiler, CPA, CA, CFP®
Senior Tax Advisor
Nudrat Ahsan bio image
Nudrat Ahsan
Wealth Advisor Associate
Liam Priestman bio headshot
Liam Priestman, CFP®
Wealth Advisor Associate
Criselle Tung headshot
Criselle Tung, CIM®
Wealth Advisor Associate
Jeannine Campbell bio image
Jeannine Campbell
Senior Client Service Associate
Kelly Edmonds bio image
Kelly Edmonds
Senior Client Service Associate

TRUSTED Planning

We are highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work for you.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

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