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 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 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 timingand 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 advisory to enhanceyour 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
– 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.Regan also earned many inter-company awards, including being among the top 1-4 -Year Consultants in Canada.* He was recognized with all four pillar awards and qualified for a place in the President’s Club** in 2012, 2013 and again in 2015.
* Based on new business for IG Consultants in their first four years.
** Top 3% of Investors Group Consultants based on new business.
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.
Our Commitment To You
Focus on you
Manage your financial plan and investments with a total focus on your personal goals and financial strategy.
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.