Schneider Financial Group

Our team of experts are here to meet your financial needs

We are proud to highlight Donna Schneider's achievement of being recognized as one of Canada’s Top Women Wealth Advisors 2023 and one of the Top Wealth Advisors in the province of Saskatchewan 2022.

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

Awards and distinctions

Excellence Awards icon.

Every year, National Bank Financial - Wealth Management acknowledges the accomplishments of various excellent advisors and their teams at the national and regional level. 

2023 Report on Business Shook Canada's Top Wealth Advisors, Top Women Wealth Advisors - Donna Schneider

2022 Report on Business Shook Canada's Top 150 Wealth Advisor in Canada, Best in Province for Saskatchewan  - Donna Schneider

2022 & 2020: Team of the Year, Regional Winner for Prairies & Atlantic

2021, 2019 & 2018: Wealth Advisor of the year, Regional Winner for Prairies & Atlantic- Donna Schneider

2019: Women in Wealth Management Awards - Donna Schneider

2019 & 2018: Best Asset Growth, Regional Winner for Prairies & Atlantic

2017 & 2016: Wealth Management Excellence of the Year Award, Regional Winner for Prairies & Atlantic

News and articles

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Consult the guide

Contact us

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