The Steele Group

Making your money work harder.

General Information
Company Name
The Steele Group
Founded Year
1997
Location (Offices)
Cambridge, Canada +1
Founders / Decision Makers
Number of Employees
21
Industries
Finance
Funding Stage
-
Social Media

The Steele Group - Company Profile

The Steele Group is a finance industry leader founded in 1997. With the slogan "Making your money work harder," they offer a wide range of financial planning services including investment advice, insurance, retirement planning, retirement income planning, and estate planning. Their unique selling proposition lies in their focus on delivering 'true value'​ and unwavering commitment to providing exceptional customer service. The company's primary product is knowledge, and they pride themselves on going above and beyond to help build a successful financial future for their clients.

The Steele Group sets itself apart in the industry by emphasizing the importance of knowledge and understanding in financial planning. Although they offer financial products and services like traditional institutions, knowledge is their true product and service. This keen focus on knowledge and customer service has cemented their position as an industry leader in corporate benefits programs. Their arsenal of educational tools, seminars, workshops, and programs equips them to maximize clients' budgets and offer tailored solutions to address their needs.

The company's commitment to delivering personalized insight and a passion for financial advice positions them uniquely in the market. While many financial institutions focus solely on products and services, The Steele Group prioritizes knowledge and customer service, offering clients a truly exceptional and valuable experience. This steadfast dedication to their clients sets them apart in the finance industry, making them a compelling prospect for potential investors. With their extensive experience and comprehensive range of services, The Steele Group presents a promising opportunity for investment.

Taxonomy: Financial Planning, Investment Advice, Retirement Planning, Estate Planning, Wealth Management, Corporate Benefits Programs, Group Benefits Consulting, Portfolio Management, Employee Communications Strategy

Funding Rounds & Investors of The Steele Group (0)

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Latest News of The Steele Group

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