What We Do

Financial Services

Schneider Wealth Management is focused on its clients first. We strive to develop long-term relationships and to cater to the unique needs of every individual. Drawing upon decades of knowledge and experience, we are pleased to provide you with a variety of investment services.

Investments

Our strategy is based on the ability and willingness of our client’s to take on risk, along with your overall goals and requirements of the investment account.

Retirement

Schneider Wealth Management of ACPI is here to help you with the complex and important topics of Retirement Planning and Estate Planning.

Network

We offer a wealth of knowledge, experience, and fresh ideas available in our local, national, and international professional network.

Disclaimer

Schneider Wealth Management is an investments trade name of Aligned Capital Partners Inc. (ACPI), a member of the Canadian Investor Protection Fund (CIPF.ca) and the Investment Industry Regulatory Organization of Canada (IIROC.ca). Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks, and bonds. David Schneider is registered to advise clients resident in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario.

Any advice which may be given in respect of non-securities services is given by your Advisor solely and no such advice is given in their capacity as an agent of ACPI and is not protected by the Canadian Investor Protection Fund (CIPF). CIPF Coverage is available to investment dealers that are members of IIROC and does not cover insurance products and segregated products not held by a Member.

Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by David Schneider.

This website is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.

The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. The owner and publisher of this website are not liable for any inaccuracies in the information provided.