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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