Welcome

Our team works with many individuals, families and organizations such as Municipalities, Non-profits and Hutterian Brethren.  We provide our clients with transparent and realistic wealth management stewardship and are committed to an investment process that will protect and grow your wealth.  

What sets us apart? 

1. Best Practices & Prudent Process. In an industry dominated by ever changing trends, information overload, and “sales” targets, we don’t “sell’ investments…we prudently manage portfolios.  We research industry best practices and stick to processes and strategies that have been proven successful over the test of time.

2. Comprehensive Wealth Management. We understand that while investment management is the core of wealth management, financial and estate planning are also essential to your life goals and values. As a Certified Financial Planner and with the support of our team of experts at RBC Dominion Securities, we offer comprehensive wealth management services. 

3. Experience & Expertise.  I attained a Bachelor of Commerce and numerous industry designations to deliver a high level of expertise for my clients.  I have been a financial professional since 1999 and have served as a Saskatchewan City Mayor engraining the importance of transparency, fiduciary responsibility and partnerships.  

4. Service. Our team offers a defined service model that includes frequent market commentaries, customized performance and accounting reports, and face to face meetings or teleconferences that fit your schedule.  

5. The stability of RBC. I have had the opportunity to work with various firms, providing me a strong appreciation for the vast resources and client benefits at RBC Dominion Securities.  Royal Bank of Canada is one of the strongest and best-capitalized banks in the world.

Feel free to explore our website for more information about our team, services and processes. We look forward to meeting with you. 

 

Jerrod Schafer, B.Comm, CFP, FMA, CIM, FCSI

Senior Portfolio Manager


 

Jerrod Schafer

Senior Portfolio Manager

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Michelle Schmiess

Michelle Schmiess

Associate

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Chelsea Penley

Chelsea Penley

Administrative Assistant

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Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.