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Steven Schaefer
Vicki Duquesnay
Strachan McCarthy
Carol Pastorius

Tel: 519-886-2505

Address
20 Erb St W, 4th Floor
Waterloo, ON
N2L 1T2
Map

At the Schaefer Wealth Advisory Group we strive to assist our clients in achieving their financial goals.  The reality is that this means something entirely different to everyone.  For some it might mean growing their savings, for others it might mean protecting their savings.  For some it might involve analyzing tax strategies while for others there may be insurance concerns at the forefront.  The younger generation may be planning for education for their own children or saving for cottages and vacations, and the retired generation may be planning to organize income during retirement or making plans to pass along an estate or inheritance.  Some people operate their own businesses and need assistance from a corporate standpoint; others have complicated company pensions that need consideration.

It is our pleasure to help you discover what your future priorities involve and the best way to achieve those goals.  We will take the time to ask the most relevant questions that pertain to your finances and ensure we create a thorough plan as a roadmap for your future.

Our team members are qualified to manage and guide you on all aspects relating to finances and we take our role very seriously.  When you have a moment, please take the time to visit our other website pages to learn a little more about our team, our process, and our commitment to our clients.  And of course, please feel free to call us any time.

Direct          519-886-2505 

Toll Free     1-844-805-5112