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Adam Schaeffers

Senior Investment Advisor

  • CFP®
  • MBA

Working together to help you achieve what truly matters to you

As an Investment Advisor with TD Wealth Private Investment Advice (TD Wealth) I can assist clients in all aspects of wealth management, engaging TD Specialists as needed. I provide investment strategies and navigate individual and corporate investors through investment and financial planning decisions.

I have been an advisor with TD Wealth since 2006. I have a Bachelor degree in Economics from the University of Victoria, and a Master of Business Administration from Queen's University.  I also hold the Certified Financial Planner (CFP) designation and I am a Life Insurance Advisor with TD Wealth Insurance Services.

With my investment experience and education, I develop comprehensive and diversified investment portfolios to participate in market gains while helping reduce downside risk and taxes.  Additionally, I ensure all clients have a detailed financial plan which is then used as a blueprint to develop the investment strategy.  The financial plan can focus on such areas as retirement planning strategies, estate planning strategies, Insurance strategies, education funding and business succession planning strategies.

My commitment is to build long-term relationships with my clients by providing regular communication and sound investment advice. Ultimately, my goal is to help my clients achieve financial security.

ADDITIONAL CONTACT

Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093

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Market Commentary

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Money Talk

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U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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