at 1575 Bishop Street North - Suite 1, Cambridge , N1R 7J4 Canada
The Steele Group | Making your money work harder.
For individuals: Growing and protecting the income you and your family depend on is a challenge. Whether it’s through life insurance, health insurance or an investment strategy, we can offer solutions to help you build lifetime financial security. * Financial planning * Investing * Life & Health Protection For groups: We educate. We help individuals, employees and human resource managers understand the financial products that are available on the market today and which are best suited to their specific needs. We help them make informed and educated decisions about the options that are available to them. Our entire philosophy revolves around empowering our clients to understand what they are doing for themselves, their employees or their families. We simply make your money work harder in everything we do. We design effective, efficient life & health benefits plans. We design the most cost efficient programs that provide the best benefits to your employees at a cost structure that meets the financial realities of your company. We design group savings plans. We educate and assist companies to navigate through the complex options of group RRSP, DPSP, DBPP and DCPP to maximize the value of your plan. We also help to monitor those programs and assist with CAP/CAPSA guidelines to ensure our clients meet all regulatory requirements. We understand executive compensation. We design plans to eliminate the reverse discrimination that can exist in benefit programs against high wage earners. These plans can include IPPs, RCAs, SERPs, D.I. top ups or reverse combos and other tax efficient ancillary options. Our executive compensation plans can be billed on a fee for service as well as on a commission basis depending on our client’s request. Disclaimers: *I am a Sun Life Financial Advisor. These are my personal opinions, not professional advice and they do not reflect the official position of Sun Life Financial. *A clear connection - Your relationship with Sun Life Financial: http://cdn.sunlife.com/static/canada/digital_media/Clear_Connections/IND_ClearConnections_EN_E.pdf *Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.) *Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.
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An Investors Group FinanciaI Services Inc. Consultant focusing on a holistic, planning-based approach in guiding clients to reach their financial goals.
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The Steele Group Financial & Workplace Services Inc. is Cambridge based place and this enity listed in Financial Planning category. Located at 1575 Bishop Street North - Suite 1 ON N1R 7J4. Contact phone number of The Steele Group Financial & Workplace Services Inc.: 1-888-824-4351