Chat with us, powered by LiveChat
loader image

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

Retirement

5 Strategies to Overcome Retirement Shock

As you approach retirement age, you may start imagining that last day at work before retirement. What will it feel like? What will you do next? In your dreams, your last day of work might involve good food, a decorated cake, balloons, maybe even farewell and thank...

Read More

Let’s Work Together

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

Contact us