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Steele Wealth Management of Raymond James Ltd.Financial advisor in Waterloo, ON

Steele Wealth Management of Raymond James Ltd. is a financial advisor at 595 Parkside Dr #1, Waterloo, ON N2L 5E7, ranked #28 of 74 wealth managers in Waterloo and rated 3.7 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Waterloo, ONUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Steele Wealth Management of Raymond James Ltd.
Address595 Parkside Dr #1, Waterloo, ON N2L 5E7Get directions
Phone(519) 883-6040
Websitesteelewealthmanagement.com
HoursMonday: 8:30 AM – 5:30 PM; Tuesday to Friday: 9 AM – 5 PM
Google rating3.7 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Waterloo and 6 towns within 40 km: Kitchener, New Hamburg, Guelph, Cambridge, Stratford and Paris.

Based in Waterloo, ONView on map

Opening hours

Opening hours for Steele Wealth Management of Raymond James Ltd.
DayHours
Monday8:30 AM – 5:30 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Steele Wealth Management of Raymond James Ltd.

How is Steele Wealth Management of Raymond James Ltd. ranked in Waterloo?

Steele Wealth Management of Raymond James Ltd. is ranked #28 of 74 wealth managers in Waterloo by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Steele Wealth Management of Raymond James Ltd.’s hours?

Steele Wealth Management of Raymond James Ltd. is open Monday to Friday. Its listed hours are Monday, 8:30 AM – 5:30 PM; Tuesday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Steele Wealth Management of Raymond James Ltd. serve?

Serves Waterloo and 6 towns within 40 km: Kitchener, New Hamburg, Guelph, Cambridge, Stratford and Paris. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Steele Wealth Management of Raymond James Ltd.?

Steele Wealth Management of Raymond James Ltd. has a rating of 3.7 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Steele Wealth Management of Raymond James Ltd.?

Call Steele Wealth Management of Raymond James Ltd. on (519) 883-6040. The business is at 595 Parkside Dr #1, Waterloo, ON N2L 5E7. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Steele Wealth Management of Raymond James Ltd. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Steele Wealth Management of Raymond James Ltd. (this business)—623.7 (3)NoNo
Johnston & Associates Private Wealth#26625.0 (5)——15.4 km
Manulife Wealth Inc.#27622.5 (11)NoNo2.1 km
Scotia Wealth Management - Waterloo#29623.0 (4)——4.5 km

See all 74 ranked wealth managers in Waterloo