Schiller, Spence & Associates Private Wealth Management
Schiller, Spence & Associates is a financial planning firm serving business owners and high-net-worth families across Alberta, Saskatchewan, and BC. They offer coordinated wealth planning services including estate planning, business succession, retirement planning, tax planning,
- Emphasis on tax & financial planning
- Remote / virtual meetings
- Trust & estate focus
- Long-standing local firm
Strong fit for tax & financial planning.
Schiller, Spence & Associates is a financial planning firm serving business owners and high-net-worth families across Alberta, Saskatchewan, and BC. They offer coordinated wealth planning services including estate planning, business succession, retirement planning, tax planning, and wealth transfer, with a team-based approach and high-touch client service.
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What they're known for.
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A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Lloydminster families.
Lloydminster, AB
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| Schiller, Spence & Associates Private Wealth Management · this provider | — | — | Tax & Financial Planning |
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