Nick Steele

Nick Steele is a seasoned financial professional with extensive experience in wealth management and portfolio management. Currently serving as a Senior Wealth Advisor and Portfolio Manager at Wellington-Altus Private Wealth since September 2021, Nick has previously held significant roles at CIBC Wood Gundy from September 2006 to August 2021 as a Portfolio Manager, wherein responsibilities included managing wealth and providing estate planning advice for a diverse clientele. Nick began the career as a Trader on the Options and High Net Worth Desk at TD Waterhouse and started in the financial industry with a summer position at ScotiaMcLeod. Educational credentials include certifications from the Certified Financial Planner Board of Standards, Advocis, and the Canadian Securities Institute.