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Chris Schaefer

Chris enjoys helping high net worth families and small business owners develop strategies for growing, preserving and transferring their wealth. With over 20 years in the financial industry and an education in business finance, he believes successful wealth management is based on his ability to truly know and understand each of his clients’ needs and their overall financial picture. He is deeply committed to his clients and takes great personal satisfaction from helping them achieve all that is important to them in life.

Chris enjoys helping high net worth families and small business owners develop strategies for growing, preserving and transferring their wealth. With over 20 years in the financial industry and an education in business finance, he believes successful wealth management is based on his ability to truly know and understand each of his clients’ needs and their overall financial picture. He is deeply committed to his clients and takes great personal satisfaction from helping them achieve all that is important to them in life.

Chris enjoys helping high net worth families and small business owners develop strategies for growing, preserving and transferring their wealth. With over 20 years in the financial industry and an education in business finance, he believes successful wealth management is based on his ability to truly know and understand each of his clients’ needs and their overall financial picture. He is deeply committed to his clients and takes great personal satisfaction from helping them achieve all that is important to them in life.

Contact:
I support these types of investment needs:
  • Holistic Wealth Management
  • Comprehensive Financial Planning
  • Legacy and Succession Planning
  • Tax Planning
  • Insurance Solutions
  • Managed Portfolio Solutions
  • Philanthropic Solutions


519.885.8030
800.495.8071 (Toll Free Canada)
Fax: 519.886.1686
https://www.linkedin.com/in/chrisschaefercanaccordgenuity/

  • Waterloo
Photo of Chris Schaefer

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