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YOUR TRUSTED ADVISORS

DONALD V. STEELE
CFA, CAIA, CEPA, FEA

Don is a seasoned financial executive, family enterprise advisor, and investor with a passion for guiding high-net-worth entrepreneurs and their families on their journey to become competent and confident stewards of their financial and non-financial capital. As the Founder and Principal Advisor at Sterling Family Capital, Don emphasizes a holistic approach to business ownership and wealth management, fostering alignment with each family's unique vision and driving purposeful collaboration amongst the family and their advisory team. His extensive career includes senior positions at major Canadian banks where he held leadership roles across major business lines and functional groups. Don is committed to leveraging his diverse experience and expertise to support the families he serves.

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Don Steele is a seasoned financial executive, family enterprise advisor, and investor with a passion for guiding entrepreneurs, their families, and their advisory teams on the journey to become capable and confident stewards of their financial and non-financial capital. Over the course of his career, Don has embraced roles that allow him to make a significant impact, build great teams, and develop expertise across key technical areas. His mission moving forward is to leverage his extensive experience to support the families he serves. As the Founder and Principal Advisor at Sterling Family Capital, since 2022 Don has provided integrated wealth advisory services to emerging high-net-worth entrepreneurs and family enterprises. He emphasizes a deep, holistic understanding of each family’s unique and often complex financial and non-financial needs. Through purposeful dialogue and attentive listening, he fosters effective collaboration and accountability among each family's advisory team. By keeping the family's vision at the center, Don ensures that the development and execution of plans and strategies for the protection, growth, and continuity of the family's financial and non-financial capital remain coherent and aligned with their objectives. Prior to founding Sterling Family Capital, Don enjoyed a lengthy and fulfilling banking career, working with two of Canada’s oldest and most respected financial institutions. After starting in his home town of Winnipeg (and after a year-long posting in Northern Manitoba, to toughen him up), Don headed to Toronto and travelled a career path guided by curiosity, a desire to listen and understand the underlying nature of challenges faced, and a love for building and empowering the teams needed to get the job done. Over the course of his banking career, Don was fortunate to have had the opportunity to work in senior roles in the personal & commercial banking, capital markets and wealth management businesses, as well as leadership roles in finance and risk management. Don is both a CFA and a CAIA charterholder, holds the Family Enterprise Advisor (FEA) designation, and has earned the Certified Exit Planning Advisor (CEPA), and Master Financial Advisor–Philanthropy (MFA-P) certifications. He has also earned a certificate in Alternative Risk Transfer from the University of Chicago's Booth School of Business and an ACI Diploma from The Financial Markets Association. He received his Bachelor of Commerce (Hons) in Finance & Accounting from the University of Manitoba. Active in his community, Don is a member of the Rotary Club of Burlington Lakeshore, the Burlington Chamber of Commerce, and the Centre for Family Business in Kitchener-Waterloo.

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