Richard I. Schaefer, MBA

Vice-President & Director, Investment Advisor

416-733-5468 | Email me
416-733-5250
1-800-361-7459

As an Investment Advisor with RBC Dominion Securities, Richard Schaefer provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of York University, Richard obtained an MBA with a major in Finance.

 

Richard draws on his expert knowledge and 40 years of experience to develop comprehensive wealth management solutions for his clients. Since joining RBC Dominion Securities, Richard has been a member of the firm's top echelon of advisors, Chairman's Council and Executive Council, for 35 consecutive years. His breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for individual clients, families and small business owners who need customized solutions for broad and complex wealth management needs.

 

Getting the right investment advice is a key part of managing your wealth, but it's just one part of a bigger picture. You may also require assistance with your finances, or help planning your retirement, or guidance on how to structure your estate in a tax-efficient manner.

 

Since these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. Richard Schaefer will create a total wealth management strategy in partnership with your tax and legal advisors to address your various financial concerns at each stage of your life.

 

Personal Attributes:

What does Richard "bring to the table"? A high level of honesty, integrity, experience, knowledge and accessibility.

 

Creating and Managing Your Customized Portfolio:

A combination of preservation of capital and above-average, after-tax returns are typical of what Richard is seeking to maintain. In particular, for those looking for regular income, Richard focuses on investments generating stable, regular, monthly income. For investors looking for growth, other investment vehicles are used. Typically, an assortment of various money managers are utilized in order to diversify and to access the very smartest out there.

 

Service and Continuity:

Along with the managing and monitoring of investment portfolios comes an unsurpassed level of service from Richard's "team" of associates. This level of service is a key to his clients' happiness and comfort. There is always a familiar person to contact.

 

Personally:

Richard is a devoted family man, and loves nothing more than spending time with his wife and four children. The activities he loves to do the most include playing hockey and cycling, and he is an avid reader of history books.

Lisa Lee, CFP®, CIM, FCSI

Associate Wealth & Investment Advisor

416-733-5120 | Email me

Kathy Diamantis

Senior Associate

416-733-5252 | Email me

David Schaefer

Associate

416-733-1479 | Email me