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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.

Professionals &

Business Owners

At Regan Schiller & Associates Private Wealth Management, we have acknowledged that the most successful professionals and business owners typically spend their time elevating their careers. Many don’t have the expertise or time to manage investments, tax, and estate planning. Our team focuses on high net worth professionals to ensure their personal finances provides enhanced benefit.

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

Finances

Turn Your Passion into a Business Venture After Retirement

Some see retirement as an end goal in itself. You’ve worked hard your entire life, and now it’s time to relax and enjoy hobbies. Others see retirement as the perfect time to return to that lifelong collection of “one-day” dreams and make them happen. If you have...

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Finances

4 Simple Steps to Max Out Your RRSPs and TFSAs in 2021

Why Maximize Your Contributions? For most Canadians, regularly contributing to RRSPs and TFSAs is the most effective retirement savings strategy. Maximizing your contributions each year can offer significant benefits, including: Generating long-term growthDeferring...

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Let’s Work Together

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

Contact us