Our Services

Comprehensive Wealth Management

We understand how important it is to work with an individual you can trust to look after your financial well-being and who knows your financial affairs inside and out. We draw on a team of highly experienced financial planning, insurance, tax and investment experts to provide you with comprehensive planning in 10 important areas:

Advanced Planning

  • Financial planning that enables you to protect your financial well-being through natural and unexpected life changes
  • Retirement planning that helps you achieve financial independence and empowers you to choose your desired retirement lifestyle
  • Tax planning that directs you towards the most tax-efficient ways of holding your investments and overall assets, while guiding you through changing tax regulations
  • Wealth protection that incorporates and customizes a wide array of creditor protection insurance solutions
  • Insurance* solutions drawn from our open-architecture platform, which gives us access to products from all the major carriers
  • Wealth transfer that ensures your estate passes to your intended heirs efficiently and in accordance with your wishes, including estate tax strategies
  • Legacy planning that enables you to implement planned giving strategies, from donation of shares to creating a foundation
     

* Offered through Canaccord Estate Planning Services Ltd.

 

The Schaefer Financial Group
101-80 King Street South
Waterloo, ON, N2J 1P5


Tel: 519.886.1060
Toll Free: 1.800.495.8071
Fax: 519.886.1686