“One of our clear strengths is offering our clients a customized investment strategy that they can use to help reduce risk while seeing the big picture.”
-David Schneider
When putting your money to work, Schneider Wealth Management of ACPI is focused on three key tenets:
Suitability • Growth • Income
Investments
Suitability
In getting to know our clients, we will co-design an investment strategy. The strategy will be based on the ability and willingness of the client to take on risk, along with the overall goals and requirements of the investment account. This strategy will inform the suitability of any one investment or overall portfolio for each client.
Investments
Growth
When looking for growth, the classic investment strategy is to put capital in the stock market. At Schneider Wealth Management of ACPI, we utilize our capital market knowledge and experience to make recommendations tailored to your unique profile and investment strategy.
Investments
Income
Income is also a major consideration for investors, particularly those who are close to or in their retirement years. Schneider Wealth Management of ACPI has a focus on quality Canadian dividend paying stocks, which our country has a great selection of. Banks, Utilities, Pipelines, and Real Estate Investment Trusts (REITs) are examples of the type of companies that are not likely going anywhere and pay a healthy dividend to their shareholders. With interest rates at historic lows and bonds and GICs paying low yields, investors must consider their options when it comes to income – and we’re here to help.
Schneider Wealth Management of ACPI
Disclaimer
David Schneider is registered to provide investment advice and solutions to clients residing in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Securities products are provided through Aligned Capital Partners Inc.
Schneider Wealth Management is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a Member of the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.
Schneider Wealth Management of ACPI
Victoria
202-740 Hillside Avenue
Victoria, BC V8T 1Z4
778-817-0595
Office Hours: Mon-Fri 6:00am to 4:00pm PT