Strategic advice for lives of consequence

T. Schneider & Associates is a strategic advisory practice within IG Wealth Management. We work with founders and business families, senior executives and professional leaders, and families of significant wealth whose financial lives are complex and whose decisions carry lasting consequence.

Our vision is to redefine what strategic wealth advisory looks like in Canada by building a relationship-driven practice that acts as the long-term architect and coordinator of our clients’ financial lives, supported by the institutional depth and resources of IG Wealth Management.

Our mission is to act as the central strategic advisor in our clients’ financial worlds—bringing structure, judgment, and long-term perspective to decisions that affect not just wealth, but businesses, families, and future generations. This is not episodic planning. It is a continuous, high-responsibility advisory role measured in continuity, foresight, and outcomes over decades.

Meet our team

Serving founders, executives, and families of significant wealth at this level requires a team-based, institutional-quality approach.

Our clients are supported by a highly coordinated internal team, each playing a distinct role in delivering thoughtful advice, disciplined execution, and exceptional experience.

How we work

Our clients are not looking for products or one-off planning exercises. They are looking for a long-term advisory relationship that brings coherence and strategic perspective to an otherwise complex financial world.

We operate as the architect and integrator of our clients’ financial lives—ensuring that moving parts, professional advice, and long-term objectives are aligned into a single, durable strategy.

The outcome is a relationship that is disciplined, coordinated, and intentional — where complexity is managed, decisions are made thoughtfully, and nothing material is left to chance.

Learn more

Who we are

We are a strategic advisory practice built explicitly for: 

  • Founders, builders, and business families
  • Executives and professional leaders
  • Families of significant wealth 

These clients share a common reality: their wealth is not simple, their structures are not linear, and their decisions are not reversible. Business, career, family, and legacy are deeply intertwined. 

Our role is to act as the strategic centre of gravity for their financial world—bringing structure, coordination, and long-term perspective to complex decisions involving wealth, tax, estate planning, succession, and governance.

Learn more

Our platform & partners 

While our relationships are personal, the platform behind them is deliberately institutional. Through IG Wealth Management and a carefully curated network of legal, tax, trust, and specialist partners, we provide our clients with access to the full depth of expertise required for complex planning. 

Our role is not to replace these professionals—it is to orchestrate them, ensuring that every decision fits into the client’s broader architecture.

What this means for our clients

It means having a single, trusted advisory relationship that sees the whole picture, coordinates the right expertise, and stays with you through the full arc of building, leading, and stewarding wealth.

This is what strategic wealth advisory should feel like.

In the media

For all media inquiries and bookings for speaking engagements, please contact us at tara.schneider@ig.ca.