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.