Cliff Steele Email & Phone Number
Financial Advisor and Managing Partner @ The Steele Group
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Cliff Steele Location
- Cambridge, ON, CA
Cliff Steele Work
- 2009 -now Financial Advisor and Managing Partner @
Cliff Steele Education
- University of Waterloo
BMath (Combinatorics & Optimization Major)
2004-2009 - Wilfrid Laurier University
BBA (Financial Planning Concentration)
2004-2009
Cliff Steele Skills
- Financial Analysis
- Investments
- Risk Management
- Strategic Financial Planning
- Portfolio Management
- Retirement Planning
- Mutual Funds
- Wealth Management
- Insurance
- Retirement
- Life Insurance
- Critical Illness
- Financial Risk
- Management
- Fixed Income
- Estate Planning
- Financial Services
- Strategy
- Financial Planners
- Financial Planning
- SQL
- Strategic Planning
- Human Resources
- Business Analysis
- Business Development
- Customer Service
Cliff Steele Summary
- Cliff Steele, based in Cambridge, ON, CA, is currently a Financial Advisor and Managing Partner at The Steele Group. Cliff Steele holds a 2004 - 2009 BMath in Combinatorics & Optimization Major @ University of Waterloo. With a robust skill set that includes Financial Analysis, Investments, Risk Management, Strategic Financial Planning, Portfolio Management and more. Cliff Steele has 2 emails and 1 mobile phone numbers on RocketReach.
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Top The Steele Group Employees
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Kelsey Fullerton
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Patrick O'Rourke
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Mark Wiesel
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