About us

About us

The Schultz Group envisions a wealth management practice where every client receives both personalized financial planning and personalized investment management of the highest quality.

The Schultz Group delivers solutions that are innovative, disciplined and uniquely customized for each individual client. Successful wealth management is a long-term process, so our service and advice is delivered within committed long-term relationships. Portfolios receive our constant attention, and every Schultz Group client is offered a regularly scheduled comprehensive wealth management and portfolio review.

To deliver on this commitment requires a team approach. As your family’s primary financial advisor, we bring together the necessary experts from both inside and outside ScotiaMcLeod. Along with our in-house experts, The Schultz Group works co-operatively with your existing legal and tax advisors, or can recommend ones who share our values and commitment.

Doug Schultz

Doug has practiced in the Peterborough office of ScotiaMcLeod since 1993, assisting high net worth families across southern Ontario. Prior to joining ScotiaMcLeod, Doug graduated from the University of Toronto (1980), and gained 12 years of business experience in progressively responsible management positions with a multinational corporation.

Credentials acquired since 1992 include licenses for securities (stocks, bonds, mutual funds, and options), Portfolio Manager, Level II Life Insurance, the Financial Management Advisor and Certified Investment Manager designations through the Canadian Securities Institute, and Certified Financial Planner.

 

Gord Deck

Gord joined the Schultz Group in 2007, after seven years of managing his own independent financial planning business. Gord participates in the financial planning and investment management parts of the business.  As well as the client communication, and, along with our insurance specialist, in advising clients on how insurance products can be part of their total financial solution.

Gord currently holds the Chartered Investment Management designation, CIM®, has his securities license, completed the Wealth Management Essentials course, and holds a Level II Life Insurance License.

 

Chris Gilpin

Chris and Doug have worked together for many years. Chris, who is securities licensed and has the FMA (Financial Management Advisor) designation, participates with Doug in the investment management part of the business, and also oversees administration.

 

Ben Murphy

Ben provides clients with ideas to preserve wealth, facilitate multi-generational wealth transfer, tax efficient strategies and income security through insurance-based strategies.

Ben joined ScotiaMcLeod in December of 2007 and has fourteen years of experience in the insurance industry, including working as an independent agent with a national insurance company. Ben has an education in Sales and Marketing/Advertising, is Life licensed in Ontario and is working towards obtaining his Certified Financial Planning designation.

 

Insurance services are provided by Scotia Wealth Insurance Services Inc.

As an Estate and Trust Consultant, Tony helps clients preserve and transfer their wealth by providing advice and guidance on estate planning opportunities, and facilitating the production of a comprehensive estate plans incorporating professional executor, trustee and attorney for property services.  Tony brings to his role over a decade of relevant experience as a lawyer practicing in the area of estate planning, administration and litigation, supplemented by practical skills and competencies earned by working in small business and as a business owner/operator himself.

 

Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

Shawn Cooper

Shawn works with our clients to develop highly customized and comprehensive financial plans. As part of this process, Shawn explores relevant financial, retirement, tax, Will and estate strategies drawing on more than 14 years of financial services experience.

Shawn is a graduate of the Bachelor of Commerce degree, specializing in Finance from Ryerson University. He holds the Certified Financial Planner (CFP®), Canadian Investment Manager (CIM®) and Financial Management Advisor (FMA) designations, which allows him to tailor strategies to meet client’s short and long term goals.

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Financial planning and advisory services are provided by Scotia Capital Inc.