Don't just chase your dreams

Let us help you plot a path!

Choose to work with The Schneider Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Our Team

John Schneider, CFP®

Certified Financial Planner®

Our Team

Praise is best heard in third person

"I have been have been a client of John Schneider’s for fifteen years. Being a business owner, he provided me with reliable information and good sound financial advice. He has always been there for any help I have needed. Not only has he been my financial advisor, but also an integral part of my family that I count on. He really cares about what he is doing and helping people get ahead. He has provided me with a very sound financial plan that has allowed me to retire in the past year with no worries at all." - Wayne Cutting

Praise is best heard in third person

"I was introduced to John Schneider through my fiancé in 2013. My portfolio was performing poorly as managed by a local financial company. I was pleased that John didn’t talk “financial speak” but spoke in very plain understandable language. He has looked after my portfolio for two years and it has performed very well and I am pleased to say that I have been able to retire this past year. I appreciate the time that John takes with me to answer questions and give advice as needed according to my future plans." - Noreen Dorais

Praise is best heard in the third person

"I just wanted to thank you again for your excellent service. I have been a client of yours since 1999 and you have always gone above and beyond to ensure that I have a complete understanding of my portfolio even with my limited knowledge. You ensured that you met with me on an annual basis to review not only the growth of my investments but suggestions on where I could improve on them. Most recently I contacted you for advice on how to proceed with a situation I needed advice on. You were most accommodating and made the adjustments for me in a timely manner. I would recommend anyone looking for a Financial Advisor to seek your services. You have proven yourself time and again that you are a trustworthy and hardworking individual who puts his clients first." - Belinda Riddell