CFP®, CIM®
Senior Wealth Advisor, Portfolio Manager
Since 2003, Nick Steele has been working with Canadian investors in the financial services industry.
As a Senior Wealth Advisor and Portfolio Manager at Wellington-Altus with a Certified Financial Planner designation, he specializes in advising small and medium-sized Canadian business owners. Over the years, Nick has developed a network of specialists that cater to medical professionals. His network has extensive experience with each medical college ranging from dentists and orthodontists, to naturopaths and physicians.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.