The Steele Group Employee Directory

Financial ServicesOntario, Canada11-50 Employees

The Steele Group is a mid-sized financial services firm based in Cambridge, Ontario, offering guidance across the full spectrum of personal financial planning. Its services cover investment strategy, insurance, retirement planning, retirement income, and estate planning, with an emphasis on clear planning and long-term thinking. The firm works with clients at different life stages, aiming to meet them where they are and help them move forward with confidence. Rather than focused on selling products, it highlights the value of knowledge and insight brought to each relationship to support informed decision-making.

The team emphasizes a thoughtful, proactive service and customizes each plan to match the client's circumstances. Insurance products and services are provided through Assante Estate and Insurance Services Inc. The Steele Group operates within the financial services sector, focusing on long-term, sustainable outcomes for clients.

Find The Steele Group employees' phone numbers or email addresses

The Steele Group Global Highlights

Location
Employees

North America
33

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  • Canada
    25
  • United States Of America
    8

The Steele Group's Leadership

  • Stylized image of a person
    M. S.
    Vp Finance
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  • Stylized image of a person
    L. M.
    President
    Phone icon
  • Stylized image of a person
    R. S.
    President
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  • Stylized image of a person
    N. S.
    Founder And Past President
    Phone icon
  • Stylized image of a person
    C. S.
    Financial Advisor/Managing Partner
    Phone icon
  • Stylized image of a person
    M. M. C.
    Financial Planner / Partner
    Phone icon
  • Stylized image of a person
    J. S.
    Owner And President
    Phone icon
  • Stylized image of a person
    M. W.
    Financial Planner - Partner
    Phone icon

The Steele Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from The Steele Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. S.
    Financial Advisor/Managing Partner
    Phone icon
    CanadaOntario
    Mar 24, 2026
  • Stylized image of a person
    M. M. C.
    Financial Planner / Partner
    Phone icon
    CanadaOntario
    Jun 25, 2026
  • Stylized image of a person
    J. S.
    Owner And President
    Phone icon
    United States
    Dec 16, 2025
  • Stylized image of a person
    L. M.
    President
    Phone icon
    United StatesGeorgia
    Dec 30, 2025
  • Stylized image of a person
    N. S.
    Founder And Past President
    Phone icon
    CanadaOntario
    May 28, 2026
  • Stylized image of a person
    R. S.
    President
    Phone icon
    United StatesTennessee
    Feb 17, 2026
  • Stylized image of a person
    M. W.
    Financial Planner - Partner
    Phone icon
    CanadaOntario
    Dec 16, 2025
  • Stylized image of a person
    M. S.
    Vp Finance
    Phone icon
    CanadaOntario
    Apr 13, 2026
  • Stylized image of a person
    S. S.
    It Manager
    Phone icon
    United StatesTennessee
    May 28, 2026
  • Stylized image of a person
    K. O.
    Manager, Compliance
    Phone icon
    Canada
    Dec 16, 2025

Frequently Asked Questions

What is The Steele Group known for?

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The Steele Group was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 544 Hespeler Road Cambridge, Ontario n1r 6j8 Canada. Explore The Steele Group's company overview page for more information.

What is The Steele Group's most common email format?

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The Steele Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Steele Group email formats with LeadIQ.

How many employees does The Steele Group have currently?

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The Steele Group has approximately 23 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are The Steele Group's key employees and leadership?

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As of June 2026, The Steele Group's key employees include:

  • Vp Finance: M. S.
  • President: L. M.
  • President: R. S.
  • Founder And Past President: N. S.
  • Financial Advisor/Managing Partner: C. S.

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