Business Details
Your Trusted Financial Planning Partner in Alberta
At Schiller, Spence & Associates, we work with clients to discover a unique vision for their wealth by creating multi-dimensional strategies that reflect their values and priorities. With over 25 years of experience, our team specializes in comprehensive wealth management solutions tailored to personal and business needs. Our proactive, synchronized approach integrates tax planning, investment management, estate planning, and intergenerational wealth transfer strategies to ensure financial well-being. We prioritize accountability, collaboration, and client-centric service, helping clients navigate complex financial landscapes with confidence.Our team holds advanced certifications including CFP, CFA, and CLU, demonstrating deep expertise in wealth management. We actively support community initiatives, aligning our values with local and national causes. By leveraging IG Wealth Management's resources and global partnerships, we provide access to innovative financial solutions while maintaining a personalized touch. Our commitment to transparency, ethical practices, and continuous client education ensures clients make informed decisions that align with their long-term goals.
Services
Tax Planning
Investment Management
Estate Planning
Business Succession
Retirement Strategies
Charitable Giving
Insurance Planning
Cash Management
Wealth Transfer
Financial Consultation
Highlights and features
- We offer 25+ years of experience in personalized wealth management strategies
- Our team includes CFP, CFA, and CLU certified professionals
- We integrate local market knowledge with national financial resources
- Our client-centric approach prioritizes transparent communication and ethical practices
- We provide comprehensive education through seminars, webinars, and personalized guidance
What people say
Exceptional care and expertise
Knowledgeable and trustworthy team
Reliable financial guidance
Personalized investment strategies
Comprehensive estate planning
Services
Tax Planning
Our tax planning services help clients minimize liabilities through strategic deductions, retirement savings optimization, and business structure analysis. We integrate tax-efficient strategies into comprehensive financial plans to preserve wealth across generations. Our approach combines government benefit utilization with compensation planning for business owners.
Investment Management
We create diversified investment portfolios using IG Wealth Management's resources and global partnerships. Our disciplined approach balances risk management with growth opportunities, regularly monitoring performance to adapt to market changes and evolving client needs.
Estate Planning
Our customized estate plans protect assets and ensure clear distribution according to clients' wishes. We address complex family dynamics, business ownership transitions, and tax minimization strategies while incorporating insurance solutions for comprehensive protection.
Business Succession
We help business owners transition companies through sales, family transfers, or management buyouts. Our services include valuation analysis, tax optimization strategies, and succession timeline planning to ensure smooth ownership transitions while preserving business value.
Charitable Giving
We develop strategic giving plans that maximize tax benefits while aligning with clients' charitable values. Our approach includes donor-advised funds, securities gifting strategies, and legacy planning to create lasting community impact through structured philanthropy.
People
Bill Spence
Principal
With CFP certification and extensive experience, Bill leads client relationships focusing on comprehensive wealth management. He specializes in creating personalized financial strategies that align with clients' long-term goals and values.
Miles Schiller
Senior Financial Consultant
A CFP and RRC certified professional with over 25 years' experience, Miles specializes in retirement planning and business succession strategies. He has received community awards for his charitable work and client service excellence.
Ilkin Hasanzade
Senior Financial Consultant
Holding CFA, CFP, CLU, and CIPM designations, Ilkin provides expert financial planning with focus on investment strategies and intergenerational wealth transfer solutions for high-net-worth clients.
Matt Halwachs
Financial Consultant
As a CFP professional, Matt specializes in creating customized financial plans that integrate tax optimization, retirement strategies, and risk management solutions for individuals and families.
Jason Mandes
Associate Consultant
Jason supports clients with financial analysis and portfolio management, focusing on helping families develop sustainable wealth strategies that align with their long-term financial objectives.
Questions
What financial planning services do you specialize in?
We specialize in tax planning, investment management, estate planning, business succession, and intergenerational wealth transfer strategies tailored to individual needs.
How do you approach investment management?
Our disciplined approach combines IG Wealth Management's resources with global partners to create diversified portfolios aligned with clients' risk tolerance and financial goals.
Do you work with both individuals and businesses?
Yes, we serve high-net-worth individuals and mid-market businesses with annual sales between $20M-$500M, providing customized wealth and business transition strategies.
What makes your estate planning different?
We create customized plans that protect wealth, minimize tax liabilities, and ensure clear asset distribution while addressing complex family dynamics and business ownership structures.
How do you incorporate charitable giving into financial plans?
We help clients maximize tax benefits through donor-advised funds and strategic gifting of securities while aligning philanthropy with their personal values and legacy goals.
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Reviews (1)
Denise Sopyc
Jan 24, 2021
Report
Positive:Professionalism
Schiller, Spence and Associates provide us with sound financial planning, while helping us to fulfill our goals and aspirations.
Schiller, Spence and Associates provide us with sound financial planning, while helping us to fulfill our goals and aspirations.
