Welcome
The Schnurr Wealth Management Group is one of Victoria's leading Wealth Management groups and is dedicated to the financial success of our clients.
Through our experience and expertise, we are able to focus on several key objectives that set us apart. These include:
- Protection of Capital
- Tax Management
- Transfers of Wealth
- Portfolio Growth
Discover our company
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
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
Personalized support
Our team is made up of highly qualified investment professionals with many years of experience in wealth management.
We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.
Client Testimonials
"We have dealt with Grant Schnurr since 1996. Grant is a valued asset for his breadth of experience, knowledge of the investment industry, and integrity. There is no doubt that his guidance has helped contribute to the success of our portfolios and we do not hesitate to recommend him as an Investment Advisor"
- W.N | Investment Officer
"Would like to thank Grant for his hard work and diligence in looking after the Union's investments. His guidance through these difficult financial times has helped us weather the storm."
- Vancouver Island based Union
"My wife and I have been very satisfied with Grant's services since 1995. He is well informed, responsive, dependable, and available. His staff operate as a highly effective team."
"I can confirm my continued confidence in the abilities and good character of Grant Schnurr. He has handled my three accounts with sincerity and concern over the last 8 years and I will continue to rely on his integrity in business for the coming years."
- Dr. J.M
- M.A.S
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