Schatz Wealth Team
of RBC Dominion Securities

Our Mission

Our mission is to help our clients to prosper financially. We do this by paying careful attention to their objectives, and by delivering strong investment results over the short and long term.

Approach

Every family is different, and their needs become more complex over time. We identify what is important to them and use our experience, and the specialists in RBC Family Office Services (see below) to develop a plan that is unique for each family.

RBC Family Office Services

These plans cover a wide range of topics. The most common are:

• Multi-generational planning
• Retirement and income planning
• Legacy creation
• Tax minimization.

Professional Portfolio Management

As the world changes at an ever-increasing rate, the largest investment gains are generated by the companies that are leading the way, in the sectors that grow the most. Our job, as portfolio managers, is to identify who those winners will be and to own the shares of these companies directly in your portfolio.

Our Process

Our portfolio management process has delivered strong results for many years. Please let us know if you would like to review the performance numbers.

Financial Planner

We are in the process of identifying a senior financial planner to join our team. Their role will be to work with clients to develop their personalized financial and estate plans, and to access the full range of wealth management solutions to meet their goals and objectives.

Portfolio Management Associate

We utilize a wide range of RBC resources to assist with all aspects of portfolio management. In addition, we currently have a summer student working with us who is assisting with company research and portfolio construction.

Client Testimonials

“Please also know how much I appreciate all that you do for my family.  You are one in a million Neil, and I am lucky to know you.”

                                                                                                            C.L., North Vancouver

“I have been thinking about our meeting, and all the time you took to calm my fears.  I'm just like everyone else after all. I want to thank you for all the hard work you and your team have put in to retain as much value in the portfolio as you could.

The markets seem to be doing much better, and the jump in the value of my portfolio increased by over $5000 in 1 day by your diligence and knowledge.  Thank you from the bottom of my heart.”

                                                                                                           JM, West Vancouver 

“Neil has delivered excellent returns for our Trust funds. He has provided a strong investment strategy, timely advice and gives clear, professional quarterly updates.”

                                                                                                          Chief Financial Officer of a large Indigenous trust

“Neil and his team are in a class of their own. Excellent research, care of detail and good decision-making by Neil has kept my portfolio growing.   In the last 12 months I have seen a 14.1% increase in value with 50% of the portfolio in equities!

Neil shows that he really cares about his clients and I  have no hesitation in recommending him as the person to handle your investments.”

                                                                                                            D.B, Vancouver

We wanted to just send you a little note to thank you for all your help and the work you have done for in the past years with all our investments.  Thank you, today, for all your patience with our questions.  Congratulations on your milestone anniversary.  Wishing you another great 20 years of splendid investment advice!

                                                                                                          SG and NG, Steveston, BC