About Our Team

 

Clarke A. Steele
Director, Wealth Management, Investment Advisor

Trust, Confidentiality and Integrity. These distinctions, together with more than 30 years of experience in the financial services industry, form the cornerstone of Clarke Steele's success and long term relationships with clients. Clients who have complex needs, such as high-profile athletes and members of the entertainment industry, feel confident because Clarke takes a disciplined and conservative approach to investing.

As a leader in the financial services industry, Clarke began his career in 1980 following graduation from the University of Toronto. In 1991, he joined a major investment dealer where he was ranked among the top 1% of the Investment Advisors within this firm. Through his commitment to professional development, he has completed the Canadian Securities, Canadian Options and Canadian Life Insurance Courses. He is pursuing his Canadian Investment Managers Designation and is currently licensed in securities, bonds, options and mutual funds. As a licensed Insurance Representative, Clarke is also able to provide life and disability insurance, annuities and related products.

Outside of the office, Clarke finds solace chipping onto a manicured putting green or cutting through fresh powder. Clarke also enjoys supporting his local community by actively raising funds for a variety of charitable organizations.

 

Morgan A. Steele, CFA
Associate Investment Advisor

Morgan Steele is proud to join his father Clarke as part of The Steele Investment Management Group. Morgan came to Richardson GMP from IA Clarington where he worked as a high yield analyst. His passion for connecting with clients and bringing their portfolios value has lead him to choosing wealth management as his career.

Morgan is a Dean’s List graduate of Dalhousie University where he majored in finance. As well, he was the recipient of the Douglas C. Mackay Award in Money Management (performance in portfolio management class) and the winner of McCurdy Printing Scholarship (overall grades). More recently, he obtained his CFA designation. Since 2010, Morgan has worked in global equity research, analyzing the markets in Asia, Europe and North America. With a keen eye for value and a strong understanding of high yield corporates, he focuses on making portfolio decisions that benefit our clients.

Like father, like son — Morgan has a strong passion for golf. You can often find him on the green or being active playing other sports in his free time.

 

Ana Waller
Assistant

Detailed, diligent, accountable and caring are words often used to describe Ana – she ensures that every aspect of the administration and client service process is handled in the most professional and efficient manner. She brings to our team over 15 years of invaluable industry experience having previously worked for various leading investment management firms. As a Legal Assistant graduate, Ana began her career in banking and eventually transitioned to wealth management where her personable skills and client service commitment are paramount.

Outside of the office, Ana and her husband enjoy travelling as much as possible as well as spending time with family and friends.