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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

4 Financial Planning Considerations for Modern Families

The modern family is anything but standardized. The ages of spouses may differ greatly. Blended families with children from previous marriages are common. There are often added responsibilities inside and outside the family home as well, such as caring for elderly...

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Estate Planning

7 Essential Considerations for Estate Planning

Your estate includes everything that you’ve taken a lifetime to build, so it can be tough to begin thinking about how it will be managed after your passing. However, the earlier you begin this process, the better the potential outcomes may be. You can start...

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Let’s Work Together

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

Contact us