Steele WM @SteeleWM
Steele Wealth Management of Raymond James Ltd. https://t.co/F3ItCSm1wW /*********/ Disclaimers: https://t.co/TDcg58VOFr https://t.co/vQV3hy73iM Waterloo, ON Joined September 2019-
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Planning for cognitive care is becoming an important part of retirement planning. Care costs vary widely across Canada and can have a significant impact on long-term finances. Learn more about care costs in your region: tinyurl.com/55yph2jy #RetirementPlanning #HealthyAg
Happy Canada Day! Wishing everyone a day filled with family, friends, and appreciation for the beautiful country we call home. #HappyCanadaDay
As your life evolves, through changes in income, family, and goal, so to should your insurance coverage. This National Insurance Awareness Day is a timely reminder to review your coverage and make sure it align with your needs. Start here: tinyurl.com/2cjajhyx
From all of us at Steele Wealth Management, we wish a Happy Father's Day to the fathers and father figures who inspire, support, and lead every day. Thank you for everything you do.
These 10 common scams catch people off guard. Here's how you can stay one step ahead of them. #cybersecurity #fraudprevention raymondjamesconnect.com/tlHhFT
Cyberattacks are among Canada's fastest growing crimes, but what is the top cyberattack in the world and how can you protect yourself. raymondjamesconnect.com/tsmJXj
So much care happens quietly, behind the scenes, and it affects families financially and personally. Thoughtful planning that considers brain health can make a real difference. I'm here if you'd like to discuss your family's situation. Learn more: raymondjames.ca/wea
Longevity planning isn't just about how long we live, it's about protecting what matters if life changes. Brain health is part of that conversation. If this is something you've been wondering about, let's talk. Learn more: raymondjames.ca/wealth-managem…
We rolled up our sleeves this week and got to work volunteering at Sunnydale Community Centre! The gardens are all set for the Sunnydale Flower Rangers kids' program—can't wait to see everything grow this season 🌼 #RaymondJamesCares #Volunteering #Sunnydale
Happy Mother's Day to the women who lead with strength, care, and quiet determination—at home, at work, and everywhere in between. Your impact reaches farther than you know.
Yesterday, the Minister of Finance presented the federal government's 2026 Spring Economic Update. We have summarized selected highlights of the personal and business tax measures and their potential impact on Canadians and Canadian businesses. raymondjamesconnect.com/tTM04F
From all of us at Steele Wealth Management, wishing you a happy Easter and a restorative long weekend. A season of renewal, reflection, and fresh perspective. 🌷
Wishing you all a St. Patrick's Day filled with good fortune, positive momentum, and a little extra green along the way.
In today's fast-paced digital world, fraud is becoming more common and sophisticated. Regardless of age or occupation, anyone can be a target of fraud. At Raymond James Ltd., safeguarding your assets and protecting you from fraud is our priority. raymondjamesconnect.com/tc91Dg
Happy Lunar New Year from all of us at Steele Wealth Management! #HappyLunarNewYear #LunarCelebration #LunarNewYear
Valentine's Day is a great reminder that meaningful relationships are built over time. We're proud to support our clients with clarity, care, and commitment — today and every day!
Family Day is a reminder of the importance of balance, connection, and the relationships that support us both personally and professionally. Wishing you time to recharge and enjoy what matters most.
Happy New Year from all of us at Steele Wealth Management. Wishing good health, happiness, and peace in the year ahead to all.
Merry Christmas! Wishing you a holiday season filled with warmth, laughter, and meaningful moments with loved ones. From all of us at Steele Wealth Management.
Happy Thanksgiving to our American clients and friends! Here's to tender turkey, sweet pie, and moments that make your heart full. Enjoy the season of gratitude!
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2K Followers 425 Following Life Well Planned. Une vie bien planifiée. /*********/ Disclaimer: https://t.co/0ktaIL2yQ3
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