About Us

Before becoming a consultant, Regan worked on the family farm with his father in Saskatchewan. Always comfortable with hard work and taking a focused approach to problem-solving, he moved on to earn his Red Seal Journeyman Electrician designation. After seeking a more significant challenge that would better test his intellect, technological skills and desire to help others, he became a financial professional.

In November 2009, he joined IG Private Wealth Management. Regan was impressed by the long history and reputation for helping investors reach their financial goals. He soon earned his Certified Financial Planner designation and eventually his Registered Retirement Consultant and Certified Life Underwriter designations to better meet clients’ changing and often complex needs.

Regan formed The Regan Schiller & Associates Private Wealth Management to work with successful families in building their after-tax wealth, protecting their families and businesses and helping them take control of their future through any market or economic conditions.

He attributes his success as an Executive Financial Consultant to his client commitment. “At Regan Schiller & Associates Private Wealth Management, you are not just a number or a trailer fee. You are a real person with a real family. We take the time to learn about what’s important to you. This crucial step underpins everything we do... our business has grown on account of clients’ referrals to family members, friends and co-workers,” says Regan.

Nadelle is the primary point of contact for Schiller & Associates. Nadelle organizes and orchestrates the activities for this highly dynamic team. Her background in organizational theory and management ensures Schiller & Associates advisors and support staff activities are exceedingly efficient. Nadelle is committed to creating a superior client experience which is exemplified through her relentless pursuit of improvement and business growth over the years.

Autumn was born and raised in Edmonton. She began her journey in the wealth management industry in early 2013. By 2014, Autumn obtained her Life Insurance and her Accident & Sickness Insurance Licenses. Furthermore, she completed the Canadian Investment Course in 2017.

In 2019, Autumn took the Exempt Market Proficiency Course - which ultimately landed her with Regan Schiller & Associates Private Wealth Management. In 2020, Autumn completed the Canadian Securities Course and became an IIROC licensed consultant in 2021. In 2022, Autumn obtained the QUALIFIED ASSOCIATE FINANCIAL PLANNER™ certification as she continues to seek out ways to improve the client experience.

Autumn is the primary point of contact for Regan Schiller & Associates. With her attention to detail and industry experience, she is a cornerstone of the team.

Chelsea grew up in Red Deer before moving to Edmonton in 2012. While attending the University of Alberta’s Elementary Education program, Chelsea began her career in the financial industry as an executive assistant. After working for a smaller firm, she joined Regan Schiller & Associates Private Wealth Management in 2020. Chelsea orchestrates Schiller & Associates’ marketing and assists with improving the client experience. In her spare time, Chelsea enjoys teaching swing dance and cooking for friends and family.

A tax lawyer by background, Jack leads the Advanced Financial Planning department at IG Wealth Management and is responsible for coordinating planning support for high net worth clients. His goal is to ensure that clients receive the highest quality tax, estate and financial planning advice tailored to their goals and circumstances.

Jack obtained his Bachelor of Arts and law degrees from the University of Manitoba, and was called to the Manitoba Bar in 1988. He has practiced law in both the private and public sectors. Before joining IG Wealth Management in 1997 Jack spent five years as tax litigation counsel with the Federal Department of Justice. Jack also stepped out of his head office role in 2001, and spent two years in our advisory network as a Divisional Director in British Columbia.

Over the last 21 years, Jack has worked with owner-managers of private companies on issues relating to tax planning, business succession, executive compensation and trusts. He has also made numerous presentations to both public and professional audiences on these topics.

He is a member of the Canadian Tax Foundation and Society of Trust and Estate Practitioners, and a Fellow of the Financial Planning Standards Council.

Christine is Vice-President, Tax and Estate Planning, in the Advanced Financial Planning department of IG Wealth Management. She provides advice to high net worth clients on complex tax and estate planning matters. Christine also manages a team of professionals, including lawyers, notaries, accountants, and pension experts located across Canada.

Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 13th edition. Christine is a member of the Canadian Tax Foundation, has her Certified Financial Planner designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners (“STEP”). She is on the board of STEP Canada and has been involved in many aspects of the organization, including the Education Committee, the editorial committee for their national magazine, STEP Inside, and the organizing committee for the STEP National Conference, held annually in Toronto. She has published several industry papers, including with the Canadian Tax Foundation, the Canadian Association of Life Underwriters, the Law Society of Manitoba and the Estates, Trusts and Pension Journal. Christine has given lectures to numerous professional groups and is a regular media spokesperson for IG Wealth Management.

Christine obtained both her Commerce and Law degrees from the University of Manitoba prior to being called to the Bar in both Manitoba (1995) and Ontario (2004). Christine spent several years practicing tax law with a large law firm in Winnipeg prior to joining IG Wealth Management in 2001.

Read more about Christine’s career path and client experience.

Normand studied accounting at Université du Québec à Trois-Rivières and has been a CPA since 1989. He has over 10 years of experience in the financial services field and before that gained more than 20 years of experience working with companies in several industries.

Normand joined IG Wealth Management in September 2008.

He obtained a graduate degree in taxation from Université de Sherbrooke in 1991 and is a member of the Association de planification fiscale et successorale.

Normand specializes in tax and estate planning for small businesses and individuals. He gives advice to clients on various topics, such as corporate tax, corporate restructuring and tax planning for high-net-worth clients. He frequently develops training sessions on these topics and delivers them to our advisors.

The financial aspects of home buying can be stressful and overwhelming—but
they don’t have to be, not with a qualified and caring professional to assist you.
As a Mortgage Planning Specialist, Tara will work closely with your financial
consultant to provide options that best suite your financial needs, whether it’s
debt management or buying a home, Tara will be there to support your every
step of the way.

Joining the team in 2013, Ashish provides advisory services to IG Wealth Management offices in Edmonton, St. Albert, Grande Prairie, Northwest Territories, and Yukon.

Ashish entered the financial services industry in 2004 earning his Personal Financial Planning and Fellow of the Canadian Securities Institute designations. The FCSI® reserved for leaders who set and exceed the standards for professional integrity and excellence.

Ashish’s responsibilities are Portfolio Analysis with individual securities research and recommendations for existing and prospective clients. Ashish provides support to clients through in-person advice and written commentary on stocks, bonds, and complex investment strategies.

Brad joined IG Wealth in November 2020 bringing with him thirty years of experience working with business owners and high net worth clients in the area of business succession and wealth transition. He began his career as an independent advisor in Saskatoon, SK working with a Certified Management Accountant (CMA) developing his integrated planning philosophy. Brad has successfully held the position of IEPS with a bank-owned brokerage firm and Marketing Director (Prairies) with a large Canadian insurance company. During his time as an independent consultant, he worked extensively with accountants and lawyers to integrate insurance and risk mitigation strategies into traditional planning, to improve the results of planning efforts.