Schneider Financial Group

Our team of experts are here to meet your financial needs

Personalized support

At Schneider Financial Group we are committed to deliver an inclusive advisory partnership with professionals you can trust. We specialize in creating personalized, goal based plans tailored to the unique individuals and multi-generational families we serve. We aim to provide protection, efficient management and a safeguard for future generation's wealth and We know that wealth is about more than just money. We believe that you have worked hard for your wealth and that it deserves to be managed with care and attention.

 

Please call Dallas at 306-781-0510 to book a consultation.

Discover our company

Our purpose

Our objectives

We believe in a personalized approach to investing and wealth management. Providing insightful advice with the emphasis placed on your goals. Goal setting is a powerful process for clients to think about their ideal future, and motivate them to turn their vision into reality. We never provide advice without ensuring that we understand our client’s situation and what is important to them.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive
A family toasting around a table in a courtyard.

Honours and distinctions 

Our advice, support and dedication are greatly appreciated by all of our clients.

Indeed, you can always count on:

  • our commitment to you and the achievement of your goals
  • our innovative approach, whatever the service
  • our integrity
  • our professionalism
  • transparency regarding our remuneration

  

Contact us

Get contact information for our team members and find out where our offices are.