Strategic solutions designed to manage risk, reduce taxes, and build your wealth

 

At Schaffer Wealth Management, our mission is to provide comprehensive wealth management throughout your financial journey. Our clients include select business owners, retirees, executives and families who require trusted advice to grow and preserve their assets through a disciplined, risk-managed approach.

As our client, you benefit from personalized attention, access to a team of knowledgeable professionals, and financial and investment planning based on your needs, tax situation, and goals.

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Our team

We pride ourselves on attentive client service, backed by industry experience and credentials.

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Our approach

You are at the centre of our approach, which focuses on your goals, your needs, and your circumstances.

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Insights

Read the latest industry and market updates from experts and thought leaders at RBC. 

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Ready to get started?

 

The first step is a conversation