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 a Forbes Top Women Wealth Advisor in 2021, 2022 and 2023. 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 Equity: Tight fittingGlobal Equity: Tight fitting

The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly. 

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Serene lake with stones

What’s calmed markets during the banking stress?

We see four reasons why the stock market has punched through the turbulence and give our thoughts on the main risks from here.

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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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