Great investment opportunities arise as trends and opinions change. Taking advantage of these opportunities requires experience and dedication to a clearly defined process. It is rare to find an investment team that stays ahead of trends and is able to produce consistent results. Schatz Wealth Strategies (SWS) has been doing just that for our clients for over 20 years.

Our investment process is built on the very successful discretionary Private Investment Management (PIM) program at RBC Dominion Securities. The PIM platform allows us to get the best investment ideas into your portfolio on a timely basis, and has rigorous risk management to minimize the downside. To learn about the three core beliefs that guide us, please click on Investment Principles.

Building and preserving wealth is really about putting you and your family in a position to realize your hopes and dreams. We take pride in the work we do to help our clients achieve these dreams and aspirations. Through our Annual Wealth Review process, we measure progress toward the goals that are most important to you. As your planning issues become more complex, we involve our highly qualified tax and estate specialists to ensure you are getting the best advice.