James Steele, CFP®

Certified Financial Planner

Jim is a veteran Financial Analyst, Tax Advisor and Financial Advisor whose financial career has spanned over 30 years helping both business and private-clients build wealth. Jim began his career in public accounting, later moved into the private sector in financial analysis and accounting management, and since 1998 has focused on the financial planning and investment field. 

A Certified Financial Planner (CFP) and Life Licensed Agent, Jim brings exceptional knowledge, experience and leadership to his clients in designing comprehensive investment plans suited specifically for them. 

A resident of Fonthill, Jim and his family have deep roots in the Niagara region. With a genuine passion for helping people, Jim's desire is to provide his clients with financial planning expertise, independent investment advice and continuous personal service, in a relationship built on Integrity and Trust. 

"It's about improving your life through financial leadership."

Get to know the others: Dwight | Jim Bill Brian Jennifer