Engineers build the world around us with precision, discipline, and a focus on long-term results. At Schiller, Spence & Associates Private Wealth Management, we bring that same precision and discipline to your wealth, building plans that are structured, testable, and tailored to the real constraints and opportunities in your life.
With offices in Lloydminster and Edmonton, we support clients across Alberta and Saskatchewan—including Kitscoty, Vermilion, Lashburn, Paradise Valley, Paradise Hill, St. Walburg, and Marwayne—design financial plans that are structured, reliable, and ready to perform under pressure.
A blueprint for your financial success
As your financial advisor for engineers, our process is methodical, connecting every part of your financial world into one coordinated strategy. We start with your goals, map out the most efficient path to reach them, and refine the details as life evolves. Whether you’re managing consulting income, advancing through a corporate career, or transitioning to retirement, we help ensure every financial decision fits neatly into your bigger picture. Our advice-first, full-picture planning model encompasses tax, estate, cash flow, and investment planning as a unified plan, ensuring your financial architecture remains strong throughout every stage of life.
Tailored strategies for engineers
No two engineering careers look the same, which is why our planning process is fully customized. Mid-career professionals benefit from disciplined strategies for saving, investing, and managing taxes, while senior engineers and firm owners often focus on wealth preservation, retirement income, and legacy planning. Our team-based relationships, where two planners frequently collaborate on more complex scenarios, ensure speed, accountability, and a deeper insight. It’s the kind of structured, collaborative thinking engineers appreciate.
Financial structure that supports your goals
Our role as your financial advisor for engineers is to simplify complexity through clarity and precision. That includes:
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Tax optimization
Designing efficient strategies for both employment and consulting income, maximizing deductions, and aligning investments for long-term growth.
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Investment planning
Creating portfolios that balance stability and opportunity, driven by disciplined research and risk management.
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Retirement design
Building sustainable income plans that make your wealth last, with strategies tailored to pension structures, stock options, and corporate savings.
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Estate planning
Coordinating wills, trusts, and tax-efficient transfers to protect your family and secure your legacy.
Each element works together like a well-engineered system, measurable, adaptable, and built to endure.
Turning complexity into clarity
Engineers value transparency, data, and results. We keep every conversation straightforward and every plan accountable. Regular progress reviews, detailed reporting, and proactive updates ensure you always know how your plan is performing and what’s next. When markets or circumstances shift, we adjust quickly, ensuring your financial framework remains aligned with your life and goals.
Grounded in community and connection
Like the engineers we serve, our team is deeply rooted in Alberta’s communities, from supporting the Lloydminster Regional Health Foundation’s gala and golf tournaments to contributing time and expertise in our local communities. Many of our client relationships have grown into genuine friendships, grounded in years of trust, consistency, and shared values.
