Don’t let your financial plan be your kryptonite.
Tara Schneider & Associates is a trusted name in financial care for business and health professionals, dentists, physicians, executives, and farmers.
Sharing your wealth
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
Preparing for the unexpected
We can’t always anticipate the challenges that we may be faced with, but we can plan for them. We’ll help you develop comprehensive risk management strategies to provide for those you care about.
Managing cash flow efficiently
We examine and continuously evaluate your cash and credit needs, with the goal to deliver the flexibility you require to meet your goals.
Maximizing your business success
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
Optimizing your retirement
We’ll help manage the risks of retirement, aiming to preserve the capital you’ve built and to create a tax-efficient income stream to support your needs and goals.
Planning for major expenditures
We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
Plan for memories today and leave a legacy for tomorrow
Tara Schneider & Associates
Ig's Strategic Charitable Giving Program
Integrating charitable giving into a synchronized financial plan can play an important role in enhancing your future.
Corporate Insured Retirement Plan
The Individual Retirement Strategy provides you with the opportunity to maximize your retirement income while protecting the value of your estate for your beneficiaries in a tax-efficient manner.
Estate Planning
Many Canadians are not adequately prepared to pass on or inherit family wealth. Planning helps you identify tax-saving opportunities, mitigate potential financial gaps and maximize your current lifestyle.
Why we do what we do
You are not just an “account” —
you are the centre of a long term relationship.
Our relationship with our clients means everything, and every client is unique. By delivering and reinforcing your bespoke Financial Plan, our Team will EMPOWER you to fulfill your wealth-building potential.
The IG Private Wealth Planning Experience
The IG Private Wealth Planning Experience is a deeply collaborative, streamlined process that will bring together an integrated team of financial professionals best suited to your needs.
The depth and expertise of our team will adapt to the complexity of your needs and will always be coordinated by our team.
As a client, you can expect:
Individualized plans that consider all areas of financial planning and multigenerational goals.
Access to a network of highly specialized regional and head office advanced financial planning specialists.
A disciplined, yet flexible approach that proactively adapts to your needs and today’s ever-changing world.
Clarity and confidence for even the most complex financial planning decisions.
Take the IG Living Assessment
What are your biggest concerns right now? Has the last year changed how you think about your financial future? Have you ever wondered if you’re prepared for all the ‘what ifs’ in your future financial life? Test those different ‘what ifs’ and instantly see the impact on your financial well-being.
Your Team
Providing you 15+ years of Financial Planning experience
Tara Schneider, CLU, CFP, RRC
Executive Financial Planner
Tara started her career with Investors Group (now called IG Wealth) in September 2009 and opened up her Leduc office. In 2017, she renovated and moved into her current space. Tara has obtained her RRC (Registered Retirement Counselor), CFP (Certified Financial Planner), and CLU (Chartered Life Underwriter) designations and is now working towards her TEP (Trust and Estate Practitioner) designation with an expected completion date of Spring 2024. Tara supports a variety of community organizations and spends time speaking to schools, Social Resource Groups and Business Resource Groups regarding financial literacy.
Pav Aujla
Associate Consultant
Pav started his career with IG Wealth in November of 2019 as an Associate Consultant. His previous employment was working for the Government of British Columbia in the Ministry of Finance. Pav has a Bachelor’s Degree in Accounting and is currently working towards his CFP designation. Born and raised in Victoria, BC, Pav moved to Edmonton in 2019 to further his career and is happy to be part of Tara’s team at Tara Schneider and Associates.
EXPERIENCE THE DIFFERENCE YOUR VERY OWN CHIEF FINANCIAL OFFICER CAN MAKE.
Tara has been working with us for five years. She has listened to us to hear our personal and financial goals and developed a plan to help us achieve them. Even through COVID turmoil. Tara and Pav have made time to hear our concerns and provided sound financial planning.
We feel that Tara and her team truly care about our financial success and she shows she really cares about our futures. She has tailored a solution to get us to our goals as we progress towards retirement. We trust Tara and her team 1000% to be there for us when we need them.
Working with Tara and her Team for the past 2 years has allowed me to spend more time with my family and growing my practice. She is the Chief Financial Officer that I was looking for. I have learned that if you can’t do something exceptionally well, find someone that will.
Book a Meeting
Questions? Contact Tara Schneider & Associates.
Upcoming Events
11/27
Market Outlook with Philip Petursson
6:00PM – 9:00PM
NAIT Productivity Innovation Centre – Room PIC1X1
10210 Princess Elizabeth Ave NW, Edmonton, AB
Contact us directly to RSVP
12/08
Virtual Event: Holiday Baking with Anna Olson