As a founding member of the Selkirk Wealth Management Group team, Nick brings over 16 years of wealth management expertise to high-net-worth Canadians.
Nick Steele holds one of the highest accreditations an investment advisor can have in Canada. He is a licensed Portfolio Manager which means he can manage customized discretionary portfolios for private clients, business owners, entertainment professionals, retirees, foundations, and trusts. He also holds CERTIFIED FINANCIAL PLANNER® designation.
Nick has a strong passion for the equity markets and the wealth management industry. With over a decade of experience in the industry, Nick has developed a reputation for providing insurance solutions, estate trust services, and stock option plans for executives and their companies. He also holds an option license, enabling him to manage complex investment portfolios and provide solutions for clients who participate in stock option plans.
Nick’s approach to wealth management is client-centric and goal-oriented. He takes the time to understand each client’s unique financial situation, risk tolerance, and investment objectives before developing a customized investment strategy. He believes in building long-term relationships with his clients and providing them with personalized service and advice to help them achieve their financial goals.
In addition to his professional achievements, Nick has a passion for downhill skiing, having been a downhill gold medal winner racing in his youth. He also enjoys golf, watching his sons play hockey and many other outdoor activities when he has the time.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.