How can we help you?

Our team offers comprehensive financial planning and discretionary portfolio management.

We serve families and business owners with complex needs in all stages of life. 

We're able to deliver personalized service while leveraging the resources of a global bank to support our clients as they build and preserve wealth, transition to retirement, and distribute assets to the people and causes that matter most to them.

To begin a conversation, contact us and schedule an appointment today.

Proud to work with a nationally recognized teammate

At The Schaefer Group, we are very proud that Financial Advisor Diane Schaefer was named a Financial Times Top 400 advisor in 2020, a Forbes Best-In-State Wealth Advisor in 2022 and 2023 and a Forbes Top Women Wealth Advisor Best-in-State in 2021, 2022, 2023, and 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Diane!

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

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Longevity: How science is extending healthspans

Amid an innovation revolution in biotech that stands to not only transform our lives but also impact investment portfolios, what should investors be looking for?

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Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.


The Schaefer Group


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