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The Schultz Group
Wealth Management |
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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. As your family's primary financial advisor,
Doug and his team of experts will help you achieve your goals. The Schultz Group delivers solutions that are innovative, disciplined and
uniquely customized for each individual client. Portfolios receive our constant attention, and every Schultz Group client is offered a regularly
scheduled comprehensive wealth management and portfolio review.
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Investment Philosophy and Process
Worthwhile goals take time and planning to reach. To bring our clients’ long-term goals closer, we help analyze their current situation and create a consolidated, cohesive financial strategy. Over time, we work with our clients to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs. On a regular basis, we review the progress our clients are making towards their goals and make whatever adjustments are required to their overall plan.
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Service Approach
Together, we pride ourselves on delivering client service of the highest quality, and achieving the highest level of client satisfaction within long-term wealth management relationships. Key to achieving these are our core values, which are:
Integrity: Always do the right thing
Commitment: Always do our best
Respect: Treat people the way we would like to be treated
Synergy: Continuously improve the service we deliver as a team
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Trusted Advice
Trusted advice is the cornerstone of our business. The industry-leading expertise and personalized solutions we deliver to our clients are the
basis of that trust, and of our mutual success.
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Mailing Address
111 Hunter St. West
2nd Floor, box 1868
Peterborough ON
K9J 7X7
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Additional Team Members:
Chris Gilpin - Investment Associate
705-876-3709
chris_gilpin@scotiamcleod.com
Gordon Deck - Associate, Life Underwriter
705-876-3714
gordon_deck@scotiamcleod.com
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All insurance products are sold through ScotiaMcLeod Financial Services Inc.,
the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group.
When discussing life insurance products, ScotiaMcLeod Investment Executives and
Financial Planners are acting as Life Underwriters (Financial Security Advisors in Quebec)
representing ScotiaMcLeod Financial Services Inc. |
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705 876-3704
1-800-461-7588
705 876-1045
