The Schultz Group - ScotiaMcLeod Peterborough

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 advisor's, or can recommend ones who share our values and commitment.
 
Doug Schultz B. Comm., CIM, FMA, CFP, Senior Wealth Advisor and Associate Portfolio Manager, has practiced in the Peterborough office of ScotiaMcLeod since 1992, 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), Associate 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, Investment Associate, joined the Schultz Group after seven years of managing his own independent financial planning business. Gord participates in the financial planning part of the business, client communication, and, along with our insurance specialist, Tom Bryan, in advising clients on how insurance products can be part of their total financial solution. Gord is currently securities licensed and holds a Level II Life Insurance License.
 
Chris Gilpin, Investment Associate, 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.

 

Read The Schultz Group - The Schultz Group - Triangle Brochure how our Core Values work together.