Regan Schiller & Associates
Private Wealth Management
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.
Your financial needs as a pre-retiree
Know Your Needs
Selecting your retirement time horizon
Creating your retirement vision
Setting well defined financial goals
Maximizing your peak earning and saving years
Planning for children's post secondary education, graduations, weddings and other life events
Insurance (health, life)
Liability management / creditor protection
Supplemental retirement planning
Exit and succession planning
Liquidity/access to cash
Create Your Plan
Build a detailed financial plan
Stress test your plan to weather financial storms
Build assets that will generate sustainable income for your retirement
Accumulate the right combination of assets to maximize and minimize taxes
Premature death or disability
Advanced tax strategies
Concentrated wealth position
Your financial needs as a retiree
Retirement income planning
Wealth transfer/legacy protection
Wellness / medical / long term care
Helping children / grandchildren
Rate of withdrawal
Enhanced retirement planning
Supporting parents / children
Estate planning / wealth transfer
Efficient income stream generation
Spouse support/family needs
Office expansion / business acquisition
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Let’s Work Together
Our goal is to help you synchronize your life plan with your financial goals.