Steele WM

Steele Wealth Management of Raymond James Ltd.

[Steele WM @SteeleWM]

These 10 common scams catch people off guard. Here's how you can stay one step ahead of them.

#cybersecurity #fraudprevention https://t.co/PPdag0jDLu

[Steele WM @SteeleWM]

Cyberattacks are among Canada's fastest growing crimes, but what is the top cyberattack in the world and how can you protect yourself. https://t.co/cFmqQgPMqE

[Steele WM @SteeleWM]

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: https://t.co/73JiWmKmsf

[Steele WM @SteeleWM]

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: https://t.co/2vn3JsUNy9

[Steele WM @SteeleWM]

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

[Steele WM @SteeleWM]

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.

[Steele WM @SteeleWM]

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. https://t.co/YJpwVZKVdF

[Steele WM @SteeleWM]

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. 🌷

[Steele WM @SteeleWM]

Wishing you all a St. Patrick's Day filled with good fortune, positive momentum, and a little extra green along the way.

[Steele WM @SteeleWM]

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. https://t.co/ValAvTWXyt

[Steele WM @SteeleWM]

Happy Lunar New Year from all of us at Steele Wealth Management!

#HappyLunarNewYear #LunarCelebration #LunarNewYear

[Steele WM @SteeleWM]

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!

[Steele WM @SteeleWM]

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.

[Steele WM @SteeleWM]

Happy New Year from all of us at Steele Wealth Management. Wishing good health, happiness, and peace in the year ahead to all.

[Steele WM @SteeleWM]

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.

[Steele WM @SteeleWM]

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!

[Steele WM @SteeleWM]

November is Financial Literacy Month!
💬 Reflect on your money habits, talk to your advisor, and explore tools to take control.
💡 Learn something new to boost confidence and empower your financial decisions.
#FinancialLiteracyMonth #TalkMoney https://t.co/mx2GfeC5HL

[Steele WM @SteeleWM]

💸 Couples in Canada: Want to shrink your tax bill?
Income splitting could save you thousands by shifting income to the lower-earning spouse. From RRSPs to prescribed rate loans, here's how it works 👇

#TaxTips #IncomeSplitting #WealthWisdom https://t.co/u518fzpiqF

[Steele WM @SteeleWM]

Giving back can be a powerful move in achieving your financial goals, all the while reflecting your values and philanthropic vision.
See how charitable giving can fit into your overall wealth plan here: https://t.co/mR7tDs1bYo

[Steele WM @SteeleWM]

Steele Wealth Management is proud to support Waterloo Region Suicide Prevention Council & Starling Community Services with Westmount Golf & Country Club.

Bid on great items in our online auction!

#RJcares #SuicidePrevention #OktoberfestCharityProAm https://t.co/u6yJKplYJP