Steele Wealth Management of Raymond James

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Steele Wealth Management of Raymond James

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Steele Wealth Management is a 9-person financial advisory team with cross-border expertise. /*********/
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10/31/2026

This Halloween, the only thing that should be scary is running out of candy!

From all of us at Steele Wealth Management, wishing you and your families a safe, fun, and Happy Halloween! 👻

10/22/2026

Congratulations to the Canadian Women's Rugby Team on an incredible 24-21 victory over England at Toronto's BMO Field.

As a proud partner of Rugby Canada and presenting sponsor of Rugby Canada's Regional Training Centres, Raymond James is committed to supporting the growth of women's sport and investing in the next generation of leaders both on and off the field.

This remarkable win showcased the talent, determination, and teamwork that continues to inspire fans across Canada, marking a historic moment for the sport and for the continued growth of women's rugby nationwide.

10/12/2026

This Thanksgiving, we're grateful for the trust our clients, colleagues, family, and friends place in us each day. Wishing you and your loved ones a day filled with gratitude, connection, and cherished moments around the table.

Happy Thanksgiving from Steele Wealth Management!

10/08/2026

The 61st Annual Westmount Oktoberfest Charity Pro-Am presented by Raymond James is officially underway. We are thankful for all the support from our various sponsors and volunteers that give there time and resources to help the Waterloo Region Su***de Prevention Council and Startling Community Services.

I'm especially grateful to have much of the Steele Wealth Management team on site today helping. Their hard work behind the scenes helps ensure everything runs smoothly for our players, sponsors, and guests. Looking forward to a fantastic day on the course and an even bigger impact in our community.

10/08/2026

The Westmount Oktoberfest Charity Pro-Am, presented by Raymond James kicks off today in support of Starling Community Services and the Waterloo Region Su***de Prevention Council.

We wouldn't be able to run the event without the support of our sponsors. A special thank-you to our four Signature Sponsors: Zehr Group, Robson Carpenter LLP, Audi Kitchener-Waterloo, and BFL Canada.

Your generosity and commitment are helping bring this event to life and create a meaningful impact across Waterloo Region.

10/07/2026

Tomorrow marks the start of the Westmount Oktoberfest Charity Pro-Am, presented by Raymond James!

We're looking forward to an exciting event that brings our community together in support of a great cause. A sincere thank you to all of our generous sponsors, your support and commitment help make this event possible.

Can't attend in person? You can still take part by bidding in our online auctions. All proceeds will support the Waterloo Region Su***de Prevention Council and Starling Community Services to provide critical mental health services in our community.

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09/30/2026

Today Canada marks the sixth National Day for Truth and Reconciliation.

At Raymond James, we pause to honour Survivors of residential schools, remember the children who never returned home, and recognize that reconciliation asks something of all of us.

Our work is built on listening, trust and long-term relationships. Reconciliation calls for the same. Each of us is finding our own way forward: supporting Indigenous-owned businesses and artists, attending cultural events in our communities, giving time or funds to Indigenous-led organizations, and taking time to learn.

09/23/2026

Passing a family cottage to the next generation can be one of the most meaningful aspects of an estate plan. However, without proper planning, the transfer can come with significant tax considerations that may create unexpected challenges for your loved ones.

Understanding the potential tax implications, ownership options, and estate planning strategies available can help preserve both the family asset and the legacy it represents.

If keeping the cottage in the family is part of your long-term vision, proactive planning today can help make that goal a reality for future generations.

Learn more about the key considerations involved in passing down a family cottage and how thoughtful planning can help protect what matters most.

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09/14/2026

As another school year begins, it's a great time to revisit your child's RESP. From maximizing available government grants to reviewing contribution strategies, small steps today can make a meaningful difference in helping fund tomorrow's education expenses.

If it's been a while since you reviewed your RESP, now may be the perfect time to start the conversation.

https://www.raymondjamesconnect.com/aC7Q_y

09/04/2026

As summer draws to a close, we wish you a safe and memorable Labour Day long weekend filled with rest, connection, and time spent doing what matters most. From all of us at Steele Wealth Management, enjoy the weekend!

Address

595 Parkside Drive
Waterloo, ON
N2L0C7

Website

https://www.steelewealthmanagement.com/

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