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Senior Investment Advisor
Working together to help you achieve what truly matters to you
700 West Georgia Street Suite 1000 - 1101 Vancouver, BC V7Y 1A2Map
Warren Schneider
INVESTMENT ADVISOR
Warren has over 14 years experience in the investment industry working with high-net worth individuals, businesses owners and retirees to help them achieve their goals. In collaboration with TD specialists, he can provide a full-suite of wealth management services to his clients, including tax, estate, business succession and investment and wealth strategies. His dedication to exceptional client experiences and innovative financial strategies are the foundations of his business.
He holds a Financial Management Diploma from the British Columbia Institute of Technology. He and his wife Kathleen and two kids live in North Vancouver.
Toll Free: (855) 668-2122
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
English
Five time participant in the Ride to Conquer Cancer charity ride
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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