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The Schultz Group envisions a wealth management practice where every client receives both personalized financial planning and personalized investment management of the highest quality. The Schultz Group delivers solutions that are innovative, disciplined and uniquely customized for each individual client. Successful wealth management is a long-term process, so our service and advice is delivered within committed long-term relationships. Portfolios receive our constant attention, and every Schultz Group client is offered a regularly scheduled comprehensive wealth management and portfolio review.
 
To deliver on this commitment requires a team approach. As your family’s primary financial advisor, we bring together the necessary experts from both inside and outside ScotiaMcLeod. Along with our in-house experts, The Schultz Group works co-operatively with your existing legal and tax advisors, or can recommend ones who share our values and commitment.

Doug Schultz B. Comm., CIM, FMA, CFP

Senior Wealth Advisor, Portfolio Manager

Doug SchultzDoug has practiced in the Peterborough office of ScotiaMcLeod since 1993, assisting high net worth families across southern Ontario. Prior to joining ScotiaMcLeod, Doug graduated from the University of Toronto (1980), and gained 12 years of business experience in progressively responsible management positions with a multinational corporation. Credentials acquired since 1992 include licenses for securities (stocks, bonds, mutual funds, and options), Portfolio Manager, Level II Life Insurance, the Financial Management Advisor and Certified Investment Manager designations through the Canadian Securities Institute, and Certified Financial Planner.

Gord Deck CIM®

Wealth Advisor, Associate portfolio manager

Gord Deck Gord joined the Schultz Group in 2007, after seven years of managing his own independent financial planning business. Gord participates in the financial planning and investment management parts of the business.  As well as the client communication, and, along with our insurance specialist, in advising clients on how insurance products can be part of their total financial solution. Gord currently holds the Chartered Investment Management designation, CIM®, has his securities license, completed the Wealth Management Essentials course, and holds a Level II Life Insurance License.

Chris Gilpin FMA

Senior Associate

Chris GilpinChris and Doug have worked together for many years. Chris, who is securities licensed and has the FMA (Financial Management Advisor) designation, participates with Doug in the investment management part of the business, and also oversees administration.
Together, sharing the core values described below, we pride ourselves on delivering client service of the highest quality, and achieving the highest level of client satisfaction. If you would like more information about our financial strategies and client commitment, please call us at 1-800-461-7588.

Core Values

Integrity: Always do the right thing
Commitment: Always do your best
Respect: Treat people the way we would like to be treated
Synergy: Continuously improve the service we deliver as a team

 

Contact Us Today...

111 Hunter St. West
2nd Floor, Box 1868
Peterborough, ON K9J 7X7
Tel: 705-876-1373
Toll Free: 1-800-461-7588
Fax: 705-876-1045 

Arrange a Consultation

Please click here to arrange a complimentary consultation or contact us at: 705-876-3704.