Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
Wealth Advisor
Before becoming an advisor, Regan worked on the family farm with his father in Saskatchewan. Always comfortable with hard work and taking a focused approach to problem-solving, he moved on to earn his Red Seal Journeyman Electrician designation. From there, Regan wanted to pursue another challenge where he could expand his intellectual and technological skills, and desire to help others, so he became a financial professional.
In November 2009, Regan entered into the wealth management industry. He earned his Certified Financial Planner (CFP®) designation and eventually his Registered Retirement Consultant (RRC®) and Certified Life Underwriter (CLU) designations to better meet clients’ changing and often complex needs. Regan formed Schiller & Associates Private Wealth Management to work with successful families in building their after-tax wealth, protecting their families and businesses and helping them take control of their future through changing market or economic conditions.
In his free time, Regan enjoys spending time with his wife, Nadelle, and their 2 children, Felix and Felicity. Together they enjoy kickboxing, camping and building Lego.
Associate Investment Advisor
Autumn was born and raised in Edmonton. She began her journey in the wealth management industry in early 2013. By 2014, Autumn obtained her Life Insurance and her Accident & Sickness Insurance Licenses. Furthermore, she completed the Canadian Investment Course in 2017. In 2019, Autumn took the Exempt Market Proficiency Course – which ultimately landed her with Schiller & Associates Private Wealth Management. In 2020, Autumn completed the Canadian Securities Course and became an Associate Investment Advisor in 2021. In 2022, Autumn obtained the Qualified Associate Financial Planner™ (QAFP®) certification as she continues to seek out ways to improve the client experience.
Autumn is the primary point of contact for the Schiller & Associates Private Wealth Management team. With her attention to detail and industry experience, she is a cornerstone of the team.
Associate
Chelsea grew up in Red Deer before moving to Edmonton in 2012. Chelsea began her career in the financial industry in 2018 as an executive assistant. After working for a smaller firm, she joined Schiller & Associates Private Wealth Management in 2020. Chelsea orchestrates the team’s marketing and assists with improving the client experience.
In her spare time, Chelsea enjoys reading, teaching swing dance and cooking for friends and family.
Associate
Nadelle joined Schiller & Associates Private Wealth Management in the early years of the practice. She brought a diverse career background that has instilled a strong use of policy and procedures. Her efforts were instrumental in the growth of the practice. Further to that, Nadelle brought a dedicated approach to making an outstanding client experience. She now oversees the operations of Schiller & Associates Private Wealth Management which allows her to support the continued growth of the practice.
Nadelle enjoys family time with Regan and their two children, reading, camping and backpacking, having completed the West Coast Trail twice.
