WHY & WHAT

 May 13, 2019 |Lee Schaffer
Comprehensive Wealth Management is what we do! Lee has been involved in wealth management since the age of 15, after he and his 12-year-old brother inherited their father's estate. At a young age, Lee was left with the primary responsibility of managing...
Read more

"Be An Owner Not A Loaner"

 April 26, 2019 |Lee Schaffer
My mother in her infinite wisdom always detested debt, personal debt, and lending money to others - likely afraid she would never be repaid. While the new generation of Canadians, and many of the baby boomers, whom I'm 5 years removed from as a 67' baby...
Read more

What do you as a client most value?

 April 24, 2019 |Lee Schaffer
1) “Keeping me motivated and on track with my financial goals” ? 2) “Understanding my personal life and family dynamics” ? 3) Helping clarify broader life values and goals and including teenage or older children in financial planning discussions ? 4)...
Read more