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About Us

Who We Are

For the 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 synchronized process where your living plan doesn’t define you – 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. 
At Regan Schiller & Associates Private Wealth Management we have access to a Wealth Planning Specialist, Mortgage Planning Specialist and an Insurance and Estate Planning Specialist. At our head office we have an Advance Financial Planning Department.

Our Process

Our straight-forward process combines personal and technologically-advanced approaches.
We begin by listening. We take the time to understand you and your current financial situation. Your personal goals are vital in building a plan that reflects your needs, as well as the role you wish us to play in meeting those needs.
After careful reflection, we will present a proposal that is tailored based on our conversation.

Our Approach

Our approach is best suited to affluent individuals and families who value a disciplined, road-tested approach to wealth management. Our process is collaborative – we recognize that your dreams and goals are as important as your assets.

Why Choose Regan Schiller & Associates Private Wealth Management?

When you trust us with your current and future financial well-being, you will benefit from a combination of our personal service commitment and science-based retirement planning strategies. It addresses critical retirement planning management tools, including asset allocation and withdrawal timing and strategy; using a risk versus finding ways to avoid it as part of your plan and the effects of inflation and currency fluctuations on your investment portfolio.

Our approach also allows us to predict your financial achievements after five, ten or twenty years. Knowing that your money will be available when you need it will give you comfort and confidence to live life.

We also collaborate with an experienced team of in-house professionals (including lawyers, insurance and mortgage planning specialists and pension and securities experts). Each will work with your trusted advisor to enhance your wealth management and planning solutions. All are supported by the IGLiving Plan™, a comprehensive blueprint for your financial future. Please contact us today for more information or to arrange a complimentary consultation at your convenience.

Meet Our Team

Regan Schiller

INVESTORS GROUP SECURITIES INC.

Nadelle Schiller

BUSINESS DEVELOPMENT COORDINATOR

Autumn Mundorf

Associate Consultant

Chelsea Butler

Administrative Assistant

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Jack Courtney

Vice-President, Advanced Financial Planning

Christine Van Cauwenberghe

Vice-President, Tax & Estate Planning

Normand Verville

Assistant Vice-President, Tax and Estate Planning

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Ashsish Utarid

Wealth Planning and Investment

Brad Arsenault

Insurance and Estate

Tara-Lynn Moore

Mortgage

Our Promise to You

Focus on you

Manage your financial plan and investments with a total focus on your personal goals and financial strategy.

Provide confidence

Your success is our ultimate goal. We will provide clear financial guidance to help you gain greater visibility and control.

Keep you informed

We will be transparent with our fees, and provide you with ongoing updates tracking your progress towards your goals.

Deliver service excellence

Though our approach is sophisticated, the way we explain it is not. You can expect excellent and ongoing service on many levels.

Committed to the community

Our people invest their time, skills and passion for making our community the very best now and for the future.