Regan Schiller & Associates

03/12/2026

Understanding how to claim your spouse and dependants on your tax return can lead to substantial tax savings. Here's why knowing the rules and benefits associated with these claims is key for accurate reporting.

These relationships have very specific meanings for tax purposes. It’s up to you to get them right.

03/09/2026

Helping aging parents navigate retirement living options is essential for their comfort and well-being. Learn why understanding the options available can empower families to make informed decisions.

Explore retirement living options—from aging in place to assisted care—and learn how to start supportive, practical conversations with aging parents about next steps.

03/04/2026

Canadians believe they need approximately $1.7 million to retire comfortably, according to a new survey. Here's what the survey reveals about each region and different age demographics when it comes to their retirement goals.

Millennials target $1M for financial independence

10/27/2025

Looking forward to cheering on these young champions.

🙏A HUGE THANK YOU goes out to Regan Schiller & Associates for supporting youth Martial Arts in Alberta as our TITLE SPONSOR for SAAMA Fight Night 7!

“At Schiller & Associates Private Wealth Management, we believe that a financial plan doesn’t define you—you define your plan. Our approach to managing your wealth is not static or a series of investment transactions; it’s a synchronized process designed around your unique and changing goals. Building and sustaining your wealth also relies on a team that is not transactional but is composed of professionals with the experience, knowledge, and personal commitment to build meaningful, long-term client relationships. We are here to help you succeed and view every interaction, whether spoken or written, as an opportunity to earn and maintain your trust.”

If you are in the Edmonton area please reach out to Schiller & Associates to get your personal or business finances in order with trusted and experienced weather advisors.💜

09/11/2025

Timing the stock market to maximize your profits sounds great in theory, but does it actually work? One expert weighs in with his analysis on this approach.

Charles Schwab concluded timing the stock market rarely works. For long-term investing success, it's better to invest early or use dollar-cost averaging.

09/09/2025

As Canadian business owners prepare for a significant wave of transitions, financial advisors must guide them through essential steps to ensure a successful exit. Experts share five key areas to focus on when transitioning your business.

Legacy protection demands careful planning and attention to detail — advisors have a role to play

09/04/2025

Advisors play a crucial role in guiding clients through the complexities of new relationships by emphasizing financial compatibility and open communication. Experts share nine key questions to help guide your advice. What questions do you think are essential for financial compatibility? Share your thoughts! https://ow.ly/xxRM50WNH1O.

9 questions that will help you take client engagement to a whole new level

09/03/2025

It’s back to school season! If you have a family member attending post-secondary education, it’s time to consider how to utilize their RESP. Judith Charbonneau Kaplan offers her insights on maximizing value and minimizing tax to best support your young scholar.

Learn more about RESP’s and how our team can support the process: https://ow.ly/hI2N50WQB2a

09/02/2025

A new report highlights why more advisors are utilizing active ETFs and how this reflects a broader industry trend towards actively managed products. Discover the insights behind this trend.

Client engagement drives advisors’ tech adoption

08/28/2025

A recent survey shows the family home has become extremely important in a majority of Canadian's retirement plans. Experts highlight the pros and cons of including your residence as part of your retirement strategy.

A recent survey from the Healthcare of Ontario Pension Plan (HOOP) shows the family home has become a growing part of Canadian retirement plans.

07/18/2025

If you want to give money to your spouse to invest, can you avoid Canada’s income attribution rules? One expert breaks down the potential tax implications.

A MoneySense reader wants to give money to his spouse to invest. Can he avoid Canada’s income attribution rules?