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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

Taxes

7 Ways to Get More from Your Tax Refund

Did you know that most Canadians either receive a refund on their taxes or owe nothing at all? Only a small percentage have a balance owing. But no matter where you land on the chart, there are ways to get more from your tax refund or help lower the amount you owe....

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Pension

What Are Spousal RRSP Withdrawals and How Do They Work?

Many couples who have a significant difference in income levels, whether married or common-law, seek strategies to help bridge that gap and save on taxes. The spousal Registered Retirement Savings Plan (RRSP) is a flexible savings option that allows one spouse to...

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Let’s Work Together

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

Contact us