The Team behind client success

Steepe & Co. consists of a growing team of investment professionals in both Canada and the U.S.

Steep's photo for the hero section

Steep & Co

Firm Overview

Stable and consistent,
U.S. high yield distributions with low volatility

Located in downtown Toronto, Steepe & Co. is registered as an Investment Fund Manager and Exempt Market Dealer in Ontario and an Exempt Market Dealer in Alberta and Quebec.

Since 2007, Steepe & Co. Ltd., has been working with Canadian and U.S., private and public debt/credit funds distributed through investment dealers. Steepe & Co. has extensive experience in securing private fund approvals on investment dealer product platforms.

Professional Memberships

IMDDA

Investment Management Due Diligence Association

ACPM

Association of Canadian Pension Management

CAASA

Canadian Association of Alternative Strategies & Assets

IFEBP

International Foundation of Employee Benefit Plans

Backoffice

SGGG Fund Services Inc.

Marketing

Setsail Interactive

Trustees

Michael Steepe
William McNarland, CFA

Tech Support

1cs Computer Services inc

Director of Operations

Natasha Karfell

Steepe & Co.

Custodian

Fidelity Clearing Canada

FX Hedging, Strategist

Martin McCambridge, CFA

Private Fund Analyst

William McNarland, CFA

FX Futures, Contracts

Interactive Brokers

Legal-Tax

Canada flag

Canada

Kay Leung, Partner Torkin Manes LLP

USA flag

USA

Bill Turkovich, partner Hodgson Russ LLP

Compliance

David Gilkes, Founder Northstar Compliance

Auditors

Gordon Lee, Senior Partner
Yale PGC LLP

Legal-Securities

Michael Hanley,
Partner Torkin
Manes LLP

Michael Steepe

Michael Steepe

President & CCO

Natasha Karfell

Natasha Karfell

Director of Operations

William McNarland

William McNarland

US BLF Trustee, US BLF Investment
Review Committee (IRC)

Lea  Rakova

Lea Rakova

Profin Services

Martin McCambridge

Martin McCambridge

Risk Analyst

Purchases of securities may be made through Steepe & Co., a registered exempt dealer, by investors in Ontario, Alberta and Quebec who qualify under an applicable prospectus exemption and that purchases in other Canadian jurisdictions are only available through or to dealers in such jurisdictions who are registered in a category that permits such purchases. The Agent may be considered to be a ‘connected issuer,’ and could become a ‘related issuer,’ in relation to the Issuer under applicable securities legislation. Michael Steepe, the dealing representative of the Agent, who is acting on behalf of the Agent in connection with the Offering, is a Trustee of USBLFT.