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.
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.
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.
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.
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.
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.
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.
You’re busy – let’s take 10 minutes to see if we may be the right fit.
Phone: 1 (905) 528-4360
100 King Street West, 5th Floor
Hamilton, ON L8P 1A2
70 Market Street, 3rd Floor
Brantford ON, N3T 2Z7
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.