Professional planning & investment advice
for B.C. residents and firms
We're Proud to Have a
99%
retention rate.
4/5
New Clients are Referrals.
- We Provide -
Advanced Wealth Services
Generating significant wealth from even the most modest incomes is part art, part science. Put advanced wealth strategies to work for you today.
Strategic Investment
Portfolio Design
You don’t want all your eggs in one basket and you don’t need a separate basket for each egg. The right strategy will protect your money while positioning you to capture growth and opportunity.
Friendly Customer Support
At the end of every statement is not just the value of your account, there’s the value of the person who helped you get there. Your advisor is there for you as you needs and dreams change.
- Some Questions We Answer -
WHERE ARE YOU HEADED?
Financial Planning
HOW TO TAKE RISKS OUT
Risk Management
HOW TO SAVE TAX
Tax Planning
HOW TO OPTIMIZE DEBT
Debt Management
WHEN WILL YOU RETIRE?
Retirement Planning
HOW TO MANAGE AN ESTATE
Estate Planning
- It's All About -
Investment Optimization
It is important to consider both the costs and the balance of your portfolio. You’ll have the right investment vehicles for you and watch the changes over time as your plan progresses.
Debt Management
You can be free of unwanted debt and actually get help from the taxing authority to do it. Debt will slow the realization of your dreams. The complete financial plan will start today no matter where you are.
Wealth Transfer
Because it’s your money, you deserve the right plan and protection to ensure that the wealth you accumulate reaches the ones you want without Revenue Canada taking a huge chunk.
Insurance Solutions
Certain events in life ensure that you will either say, “I wish I had” or “I’m glad I did”. Your team at Schneider will ensure you and your loved ones are protected and never live with regrets.
- From the Blog -
SCHNEIDER INSURANCE UPDATE
Despite some recent volatility, stocks have continued to move higher over the past few months. We’ve seen record gains as corporate earnings in the U.S. have recently surprised almost all analysts.
THOUGHTS on “THE PSYCHOLOGY OF MONEY”
We’re regularly working towards improving our education so that we can help you. One of the things we did (well Mark and I did) this past holiday was to review The Psychology of Money. It’s a book detailing timeless lessons on wealth, greed, and happiness, written by Wall Street Journal columnist Morgan Housel.
...
DEPRESSION AND IT’S LINK TO YOUR MONEY
Of all of the reasons to save money & build an investment portfolio with a reasonably regular return over the course of your life,
depression was one of the last things I would have thought about ...
AN IDEAL RETIREMENT MEANS DOING WHAT YOU LOVE
I’ve had a few clients ask about retirement lately. Not theirs, but mine. It got me to thinking. Perhaps other clients were wondering if or when I was going to retire? So, I thought I’d address the issue head-on
...
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- What Our Clients Say -
