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.

Referred by One of Our Clients?

Start by Joining our Mail List

We can always make time for our client’s referrals. Call us to book an appointment.

No cost, no obligations.

- 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 -

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Financial Planning

WHERE ARE YOU HEADED?

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Risk Management

HOW TO TAKE RISKS OUT

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Tax Planning

HOW TO SAVE TAX

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Debt Management

HOW TO OPTIMIZE DEBT

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Retirement Planning

WHEN WILL YOU RETIRE?

Forest Suspensionn Bridge

Estate Planning

HOW TO MANAGE AN ESTATE

- 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 -

DEPRESSION AND IT’S LINK TO YOUR MONEY

October 11, 2018

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 ...

read more

SPOUSAL SUPPORT

January 22, 2019

From time to time Separation Agreements the sand the obligations and spousal support payments come under dispute.

It is important to understand tax and other consequences ...

read more

THE NEW (OLD) NORMAL

January 22, 2019

Markets are likely to continue to bounce around with greater volatility than we’ve seen for the past decade. We’re calling it the New Normal.  A return to markets of old ...

read more

EXPANDING THE CRA’S INVENTORY OF DATA ASSETS

June 21, 2018

In the 2017 federal budget, the government announced it was considering new ways to improve tax  reporting requirements

for trusts in order to better ...

 

read more

A Proud Member of
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- What Our Clients Say -

Mark has introduced me to the benefits of a 'tax deductible' mortgage, and leveraging our equity. Over the time we have been working with Mark, we have seen a steady increase in the benefits provided by this strategy. Mark is highly dedicated to his clients.

Highly recommended!

Derrick Stasiuk - Kamloops, BC

Financial Success for Regular People

CONTACT INFO

  970 Laval Crescent, Kamloops, BC V2C 5P

  (250) 372-3224

  admin@schneiderinsuranceinc.com

  http://schneiderinsuranceonline.com/