TARA SCHNEIDER, CLU, CFP, RRC
EXECUTIVE FINANCIAL CONSULTANT
From the onset, Tara has made us comfortable, confident, and pleased with entrusting her team with our financial well-being. Tara and the team have shared an abundance of knowledge as to how we can best support our children and grandchildren in the future.
Retired Physician
Leduc, Alberta
We feel that Tara and her team truly care about our financial success and she shows she really cares about our futures. She has tailored a solution to get us to our goals as we progress towards retirement. We trust Tara and her team 1000% to be there for us when we need them.
Retiring Physician
Edmonton, Alberta
Working with Tara and her Team for the past 2 years has allowed me to spend more time with my family and growing my practice. She is the Chief Financial Officer that I was looking for. I have learned that if you can't do something exceptionally well, find someone that will.
Physician
Edmonton, Alberta
Don't let your financial plan
be your kryptonite.
HOW
WE'RE
DIFFERENT
You are not just an "account" —
you are the centre of a long term relationship.
By delivering and reinforcing your bespoke Financial Plan, our Team will EMPOWER you to fulfill your wealth-building potential.
Experience the difference your very own Chief Financial Officer can make.
Sharing your wealth
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
Managing cash flow efficiently
We examine and continuously evaluate your cash and credit needs, with the goal to deliver the flexibility you require to meet your goals.
Optimizing your retirement
We’ll help manage the risks of retirement, aiming to preserve the capital you’ve built and to create a tax-efficient income stream to support your needs and goals.
Preparing for the unexpected
We can’t always anticipate the challenges that we may be faced with, but we can plan for them. We’ll help you develop comprehensive risk management strategies to provide for those you care about.
Maximizing your business success
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
Planning for major expenditures
We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
BUILDING WEALTH & ENDURING LEGACY
WITH DISTINCTION...
WHO WE
WORK WITH
The trusted name in
financial care for business and health professionals, dentists, physicians,
and heirs.
YOUR TEAM
Providing you with
15+ years of Financial Planning experience
Karen Velasco
Executive Assistant
Pav Aujla
Associate Consultant
Tara Schneider, CLU CFP, RRC
Executive Financial Consultant
