It all starts with you

 

Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

What we do

Schaffer Wealth Management, we provide a trusted and comprehensive wealth management approach tailored to your unique financial and tax-saving goals. Our team focuses on understanding your needs, values, and long-term goals, helping you plan a secure and prosperous financial future.

How we do it

Working with you and drawing upon the expertise of RBC specialists, we develop your wealth management strategy. This strategy covers a broad spectrum of services, including investment management, financial planning, and estate planning, taking a holistic view of your investments, tax, legacy, and philanthropic needs.

How we serve your wealth in its entirety

 

Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.

Planning 

Partnering
Portfolio Management
 

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions

RBC app on mobile

Ready to get started?

 

The first step is a conversation

Contact us today