Scott Schroeder

WORK HISTORY

EDUCATION

ABOUT SCOTT SCHROEDER

We lead with our hearts. As a result, our business is built upon a solid foundation of trust, transparency, and integrity. Based in Saskatoon, Saskatchewan, we are committed to ensuring every client\'s dreams and fears are translated into clear, actionable steps that leave everyone feeling confident on the path forward. Our expertise enables us to assist clients with insurance and estate planning, corporate and agriculture succession, investment, and tax planning.I am a Certified Financial Planner with The Anholt Group of IG Private Wealth Management. Our team believes that no matter what position you may find yourself in, that we can create a financial plan for success that suits your specific needs and provide the execution to accomplish your goals. We work with Healthcare professionals, Business owners, Incorporated Professionals and the diligent savers close to retirement. We specialize in- Corporate strategy- Investment management- Tax strategies- Risk management- Estate planning - Pension analysis Most of all, we specialize in people and work to help you reach your goals for both you, your family and your practice or business.We love building relationships with our clients from the very beginning, well into the stage of succession or retirement and working on estate plans to help bless the next generation. Our practice provides in-depth reviews and second opinions to make sure your plan is tailor-made for you, your business, your family and your goals. We know that certain situations provide many complexities but also many opportunities, so we work with a team of accountants and lawyers to work alongside your professionals as well to make sure every area is covered from shareholder agreements, personal and corporate tax returns, will reviews and more.In my spare time I love spending time with my family, I have a wonderful wife who works as an RN at the Saskatoon Children\'s Hospital, two wonderful little girls and a little boy!Feel free to reach out for a phone call, a coffee or to talk about how we can help you true wealth isn\'t the same for everyone.We help you discover the things that truly bring joy and purpose