Investments

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.

When looking for growth, the classic investment strategy is to put capital in the stock market. In the last 100 years, the S&P 500 has returned an annualized 10.35%, or 7.22% after inflation. 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.

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.