Skip to main content

Jeffrey Schall

Investment Advisor

Working together to help you achieve what truly matters to you

TD JS Web Headers.jpg
When you have little time to manage all the various components of your wealth, often an important question goes unanswered: how will today’s success translate into the retirement and legacy you envision for yourself?

Our focus is to integrate all the specialized services that executives and business owners need into one clear, efficient wealth management platform.

In this way, we provide a process for business leaders to extend the success of their professional lives through their retirement years.

TD JS Web Headers2.jpg
JS icons_01.png
The Schall Integrated Wealth Process
Our process is designed around the financial challenges and the time constraints that business owners and senior executives face. From our intensive initial discovery to our ongoing communication mandate, our process helps ensure that we clearly understand your ever changing needs and adapt your strategy effectively.
JS icons_02.png
12-Point Communication Platform
Our team has developed a client engagement program that involves a 12-month schedule of 12 points of contact between our team, our specialists, you and your legal and accounting professionals. This includes portfolio reviews, phone updates and thorough in-person reviews that allow for greater efficiency in the coordination and maintenance of your wealth strategies.
JS icons_03.png
Latest Technology and Specialized Products
Our team proactively shares ideas on unique tactics such as incorporated practices, trusts and holding companies. Through self-education and research, we work to stay up to date on the thought leadership pertaining to the latest financial structures and technology.
JS icons_04.png
Disciplined Investment Strategy
We take a disciplined approach in both the design and the maintenance of your investment strategy. By continuously examining and re-examining your portfolio, we help ensure it remains relevant to your ever-changing needs.
JS icons_05.png
Total transparency
We operate with a simple fee structure, complete transparency and an emphasis on client education. We work to ensure our clients have a clear understanding of our compensation, as well as their own financial picture, their overall net worth, and  the strategies at work that will help them reach goals like retirement.
JS icons_06.png
Integration with Your Current Network
Due to the complexity of our clients’ needs, we take a collaborative approach. We work with your accounting and legal professionals to ensure that the wealth strategies we recommend draw input from your family’s most trusted specialists.

TD JS Web Headers3.jpg

TD JS Web Headers5_NEW.jpg
You’re busy – let’s take 10 minutes to see if we may be the right fit.

Phone: 1 (905) 528-4360

Hamilton Office

Stelco Tower
100 King Street West, 5th Floor
Hamilton, ON L8P 1A2

Brantford Office
70 Market Street, 3rd Floor
Brantford ON, N3T 2Z7

Burlington Office
Private Client Services Centre
5515 North Service Road, 4th Floor
Burlington ON, L7L 5H7

The Schall Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.


Toll Free: 1(800) 775-0037
Fax: (905) 528-6897
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897


We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.


You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

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.

Do you know someone who would benefit from my services?