David R. Schneider's Linkedin Analytics

My 30 years of expertise in advising families as well as corporations provides me with a great sense of accomplishment as they achieve their financial goals. My focus in working with affluent investors has helped them preserve and enhance their wealth by creating personalized investing approaches consistent with their values. My expertise with corporate investments includes working with Boards of Directors and centers of influence (lawyers and accountants) to ensure investing fits their risk profiles and cash flow needs. Investors will find that my approach to providing quality results and service is both highly professional as well as accessible. My team and I put the client first at all times and realize that life circumstances can change at any time and we are prepared to help you navigate your changing needs. Along-side my professional investment business I also give a lot of time and expertise to the local community. I prioritize my community involvement by focusing on arts and culture, educating young Canadians and safe-guarding the well-being of our children. My clients benefit from my many years of diverse financial experience. This has included 18 years with a large bank-owned investment firm including 11 of those years in a senior management position. My approach to business is to provide my clients with the time and personalized service they deserve. I understand the importance of integrity, sincerity and confidentiality - three important guidelines that I maintain when proving advice to individuals My recent move to Aligned Capital Partners allows me to provide the utmost un independent advice but still have my clients assets secure with one of Canada’s largest banks.