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Regan Schiller & Associates
Private Wealth Management

Welcome

For Regan Schiller & Associates Private Wealth Management, managing your wealth involves more than a series of transactions that form the bulk of the investment process. It is a holistic and comprehensive process where your financial plan doesn’t define you – instead, YOU define your plan. It relies on the experience, knowledge and personal commitment of a team of professionals whose members view every spoken or written contact with you as another part of earning and maintaining your trust.

Pre-Retirees & Retirees 

Retirement planning is an exciting time – but it can come with complexities and stresses. At Regan Schiller & Associates Private Wealth Management, we synchronize your retirement goals with your financial situation.  We will assess your RRSPs, TFSAs, investments, pension and estate planning to achieve the retirement lifestyle you want.

From Our Clients

Anthony Yong | Innovation Physical Therapy

Greg & Rhiannon | Southfort Dental Centre

Blog

Let’s Work Together

Our goal is to help you synchronize your life plan with your financial goals.

Contact us