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CIM®, CFP
Senior Wealth Advisor & Portfolio Manager
As a founding member of the Selkirk Wealth Management Group team, Nick brings over 16 years of wealth management expertise to high-net-worth Canadians.
Nick Steele holds one of the highest accreditations an investment advisor can have in Canada. He is a licensed Portfolio Manager which means he can manage customized discretionary portfolios for private clients, business owners, entertainment professionals, retirees, foundations, and trusts. He also holds CERTIFIED FINANCIAL PLANNER® designation.
Nick has a strong passion for the equity markets and the wealth management industry. With over a decade of experience in the industry, Nick has developed a reputation for providing insurance solutions, estate trust services, and stock option plans for executives and their companies. He also holds an option license, enabling him to manage complex investment portfolios and provide solutions for clients who participate in stock option plans.
Nick’s approach to wealth management is client-centric and goal-oriented. He takes the time to understand each client’s unique financial situation, risk tolerance, and investment objectives before developing a customized investment strategy. He believes in building long-term relationships with his clients and providing them with personalized service and advice to help them achieve their financial goals.
In addition to his professional achievements, Nick has a passion for downhill skiing, having been a downhill gold medal winner racing in his youth. He also enjoys golf, watching his sons play hockey and many other outdoor activities when he has the time.
BBA
Investment Advisor
Marcus graduated with a Bachelor of Business Administration from the University of Alaska Fairbanks, where he played hockey in the NCAA. After retiring from his pro-hockey career, Marcus furthered his education and is an Investment Advisor, while also working towards the Portfolio Manager designation. In 2021, Marcus moved his practice to Wellington-Altus Private Wealth and established the Selkirk Wealth Management Team with Portfolio Manager, Nick Steele.
Marcus holds a strong passion for financial markets and building strategic financial plans. Working with an assortment of business owners, incorporated professionals, and individuals in the entertainment industry; he understands there are several layers to his client’s financial picture and strives to ensure all layers are working together.
Born and raised in Vancouver, Marcus now calls Kelowna home. Outside of the office, Marcus enjoys all activities the Okanagan seasons have to offer.
Senior Investment Associate
Debbie started in the financial services industry in 1990 after having graduated from York University with a Bachelor of Arts degree. Debbie is an integral part of Selkirk Wealth Management with over 20 years of industry experience. She has a wealth of knowledge and experience in all administrative duties, and she strives to provide exceptional service and care for all of our clients’ financial needs. Our clients have peace of mind knowing they are looked after by a dedicated and experienced professional.
Associate
Haleigh joined Wellington-Altus Private Wealth in November 2021. Haleigh attended the Okanagan College, where she graduated with a Bachelor of Business Administration. After graduating, Haleigh worked in hospitality and the fitness industry – finding her passion for community and client relationship work. Haleigh continues to instruct indoor cycling at SPINCO early mornings and weekends, capitalizing on community. Born and raised in Kelowna, Haleigh takes full advantage of what the Okanagan wine country offers! As the newest member of the Selkirk Wealth Management Team, Haleigh strives to grow her industry background and deliver an exceptional client experience.
B.Ed, CFP®, CHS®
Associate Vice-President, Wellington-Altus Insurance
Connie joined Wellington-Altus Private Wealth in 2019. Based in Winnipeg, she works closely with advisors and clients to preserve and pass on wealth. With over 20 years in the financial services industry, Connie takes pride in fostering strong relationships built on trust and integrity.
Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her Certified Financial Planner (CFP®) and Certified Health Specialist (CHS) designations. She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.
She loves to cook, enjoys travelling and is fanatic about baseball. Between May and September, she can be found at Shaw Park with her husband Clint and daughter Madison cheering on her hometown Winnipeg Goldeyes.
