Cliff Steele, CFP®, BBA, BMath*

Address:
1575 Bishop St. Unit 1 Cambridge, Ontario N1R 7J4
Languages:
English
Phone:
519-622-3740
Email:

After completing my post-secondary education, I earned my Certified Financial Planner™ designation. I work closely with The Steele Group Financial in Cambridge, Ontario, their team environment allows me to bring clients a high level of service and experience. I'm dedicated to working with clients and their families to understand and identify their unique needs in the areas of investment solutions, risk management and estate planning.

Notices
Please feel free to visit me at: The Steele Group Financial and Workplace Services Inc.

Connect with me on Facebook and LinkedIn

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.