Why Sjöstedt & Schauch?




YOU: We bring time, energy and passion to our highly focused relationships.

  • Our practice at RBC is focused on a small number of client relationships, bringing our full attention to you and your family
  • With a relentless pursuit to create value for our clients we provide unparalleled investment counsel and portfolio management for private investors with a minimum of $5 million in investable assets
  • The core principal of shared value is paramount to our philosophy

PARTNERS: Fredi and Mike are your trusted partners with over 35 years combined experience in the global financial markets.

  • Our high conviction investment strategy provides our clients with high confidence in meeting and exceeding their investment objectives
  • The highest credentials at your service: We are part of a select group of investment advisors who can offer you discretionary portfolio management services through Private Investment Management. Portfolio Managers must possess advanced investment credentials, extensive experience advising clients and substantial assets under administration
  • We bring a strong skill set and perspective to your management, ranging from wealth management, financial planning, business management, capital markets, investment banking, mergers and acquisitions

FIRM: RBC is your and Canada's leading full-service global wealth management firm

  • Superior investment platform with access to innovative and best in class solutions for high net worth investors. Bona fide fees designed for high net worth and ultra-high net worth private clients
  • Access to RBC’s market leading equity, bond and capital markets platform, as well as global research such as RBC, JP Morgan, Veritas, Value line and S&P Capital IQ