Brian Steele Cpa Ca Cfa Email & Phone Number

Steele Wealth Management of Raymond James Ltd., is a team of wealth management, tax and estate planning professionals. Your trusted team believe in cultivating client relationships that last a lifetime. We use our breadth of knowledge and experience to provide superior investment management and comprehensive financial planning to a select group of individuals and their families. Our exceptional discretionary investment management combined with comprehensive integrated wealth management solutions protect and grow the wealth of our clients. This provides our clients with the resources to accomplish their lifetime goals, enjoy life’s great moments and to provide lasting legacies. Steele Wealth Management are licensed in both Canada and the USA, positioning us uniquely as the local specialist for consolidated cross border wealth management.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 is a Senior Vice President of Raymond James Ltd., and branch manager of the Waterloo office.As lead Financial Advisor and Portfolio Manager for Steele Wealth Management, Brian believes in cultivating client relationships that last a lifetime. He uses his extensive experience to provide unequaled investment management and comprehensive financial planning to a select group of individuals and their families. He provides exceptional discretionary investment management with comprehensive integrated wealth management solutions including extensive tax planning. Brian is licensed in the United States with FINRA to advise clients on cross-border issues./*********/Raymond James Ltd. Social Media disclaimer: http://bit.ly/1nspoNnRaymond James (USA) Ltd. is a member of FINRA/SIPC. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com

Listed skills include Investments, Wealth Management, Securities, Portfolio Management, and 11 others.