Mike Steele
Director, Wealth Planning Services @Manulife Wealth
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WORK HISTORY
Director, Wealth Planning Services @Manulife Wealth
ON, CA
With over 35 years at Manulife and designated as a Certified Financial Planner® professional, Chartered Life Underwriter® and Registered Trust & Estates Practitioner – Mike is long-time professional and leader in the financial planning industry. As the Director, Wealth Planning Services – Mike leads a team of wealth planning specialists and works extensively with advisors to create actionable wealth & estate plans for clients. Building on his wealth of financial planning knowledge, he collaborates with Manulife’s extensive professional support network to make advisors’ lives easier and clients’ lives better.
EDUCATION
STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Diploma in Trusts & Estates, Trust & Estate Planning
Western University
B.Sc., Biology & Chemistry
SKILLS
ABOUT MIKE STEELE
Decisions made easier. Lives made better!As the Director of Wealth Planning Services, Mike leads a team of specialists dedicated to developing comprehensive wealth and estate plans in collaboration with advisors. Leveraging his extensive expertise in financial planning, he works closely with Manulife’s robust support network to enhance the efficiency of advisors and improve client outcomes.With a longstanding career in the financial planning industry, Mike holds the Certified Financial Planner® and Chartered Life Underwriter® designations and is a registered Trust and Estate Practitioner. He is also a member of the Financial Planning Association of Canada and The Society of Trust and Estate Practitioners (Canada). Mike frequently contributes his expertise to industry forums and participates in regulatory discussions related to financial planning.In addition to his professional commitments, Mike is an active volunteer in London, Ontario. He currently serves as the Chair of the Board of Health for the Middlesex-London Health Unit.
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