Brent Steele, B.Comm., CPA, CA, CFP
Vice-President, Wealth Planning
As Vice-President, Wealth Planning, Brent Steele works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Brent has a particular focus on tax and estate planning strategies for business owners, professionals, and other affluent individuals and families.
Brent joined Assante Private Client in 2001 after holding a senior accountant position with BDO Dunwoody Chartered Accountants. At BDO Brent provided both personal and corporate tax planning advice and compliance to a wide variety of clients. Upon joining Assante, Brent spent his first year as a Private Client Tax Reporting Officer in Winnipeg. Subsequent to this, he transferred to Ottawa where he worked as a Private Client Manager in eastern Ontario for four years. In 2006, Brent transitioned into his role as Regional Vice-President, Wealth Planning and as of 2013 is the Vice-President, Wealth Planning overseeing the delivery of our wealth planning services across Canada by our regional teams. His overall professional experience in wealth planning exceeds 19 years.
Brent is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce degree from the University of Manitoba. In addition, he obtained his Certified Financial Planner (CFP) designation and completed both the CICA In-Depth Tax Course and the CICA Advanced Tax Issues for the Owner-Managed Business course. He is a member of the Chartered Professional Accountants of Ontario and the Canadian Tax Foundation.
* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.