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Don Steele
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Work Experience
Senior Advisor
Jun 2022 - Present · 2 years and 6 months
2012 - May 2022 · 10 years and 4 months
Director, Market Risk Capital
Jul 2015 - May 2022 · 6 years and 10 months
Director, Capital Management
2012 - 2015 · 3 years
Company Details
Our team shares one vision – to help families achieve your desired future state. We are a collaboration of like-minded family enterprise advisory professionals from across Canada. Together, we help enterprising families achieve major breakthroughs, become closer, and build their enterprises across generations. We work with you to navigate the challenges where family, business, and ownership goals intersect.
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services
HQ Location
703 - 161 Portage Ave E. Winnipeg, MB R3B 0Y4, CA
Keywords
Multigenerational Family EnterpriseFamily Meeting FacilitationPartner Meeting FacilitationLegacy PlanningLife Insurance for complex tax planningshareholder fundingphilanthropyFuture generation wealth coachingand Advisor Team Meeting Facilitation
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