Gary Steel
Senior Wealth Planner
Gary Steel FPFS, Chartered Financial Planner is a Senior Wealth Planner at Canaccord Wealth, specialising in lifestyle financial planning and helping clients align their finances with long-term personal goals. With over 25 years of experience, he advises wealthy individuals and families on structuring their finances to achieve and maintain their desired lifestyle. He is a Chartered Fellow of the Personal Finance Society and writes on financial planning, investing and life-stage decision making.
Areas of expertise:
- Lifestyle financial planning
- Wealth planning for high-net-worth individuals and families
- Long-term financial strategy and goal alignment.
About Gary
My purpose is to help clients achieve their ideal life by aligning their finances with their ambitions. I work closely with clients to understand what really matters to them and develop a clear roadmap for achieving their goals and maintaining the lifestyle they want, both now and in the future.
For me, financial planning is about more than the numbers. It is about giving clients the clarity and confidence to make informed decisions and helping them understand what is possible as their circumstances, priorities and ambitions evolve.
