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 Specialist, Mortgage Advisor and an Estate and Insurance Specialist. At our head office we have an Advanced 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
Executive Financial Consultant | CFP® CLU RRCAutumn Mundorf
Associate Consultant | QAFP® RRCChelsea Butler
Administrative AssistantNadelle Schiller
BUSINESS DEVELOPMENT COORDINATORCorporate 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 PlanningChristine Van Cauwenberghe
Vice-President, Tax & Estate PlanningNormand Verville
Assistant Vice-President, Tax and Estate PlanningRegional Specialists
Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.
Rob McAlinden
Wealth Specialist, Investors Group Securities Inc.Brenda Albers
Estate and Insurance Specialist, I.G. Insurance Services Inc.Todd Tansowny
Mortgage Advisor, nesto inc.Regan Schiller
INVESTORS GROUP SECURITIES INC.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 Schiller
BUSINESS DEVELOPMENT COORDINATORNadelle 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 Mundorf
Associate Consultant | QAFP™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 Butler
Administrative AssistantChelsea 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.
Jack Courtney
Vice-President, Advanced Financial PlanningA 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 Van Cauwenberghe
Vice-President, Tax & Estate PlanningChristine 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 Verville
Assistant Vice-President, Tax and Estate PlanningNormand 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.
Todd Tansowny
MortgageTodd is a licensed mortgage broker located in Edmonton, Alberta who comes to IG with over 15 years of mortgage experience. Over that time Todd has been on all sides of the mortgage transaction as a broker, underwriter, BDM and regional vice president for a national brokerage. Todd brings a deep knowledge of mortgage lending to IG with an intimate understanding of its integration into an individual's long term financial plan.
Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.
Rob McAlinden
Wealth Planning and InvestmentRob began working in the financial services industry in 2007 as a market analyst with a private investment firm in New Zealand. Prior to becoming a Wealth Planning Specialist, Rob worked as a Consultant for 5 years with IG Wealth Management. His previous work experience also included 3 years at a major Canadian bank as a Senior Financial Advisor. Rob is a graduate of the University of Victoria with a Bachelor’s degree in Commerce and holds the Certified Financial Planner (CFP) designation.
Rob’s responsibilities are Portfolio Analysis with individual securities research and recommendations for existing and prospective clients. Rob provides support to clients through in-person advice and written commentary on stocks, bonds, and complex investment strategies.
Brenda Albers
Estate and Insurance Specialist, I.G. Insurance Services Inc.Brenda joins us with over 25 years of experience in the financial services industry, delivering advanced insurance and financial strategies through a consultive planning process. Brenda has held a similar role to that of the IEPS, as the Wealth Protection Specialist with Servus Wealth Solutions. Most recently, Brenda worked as an independent financial planner and president with her firm Clearway Financial.
Brenda holds the CFP designation
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.