Valerie Schroeder

Valerie Schroeder, CIWM, CIM, FCSI

Portfolio Manager, Senior Wealth Advisor

Valerie Schroeder is a Portfolio Manager/Senior Wealth Advisor at CIBC Wood Gundy. With 30 years of experience managing wealth, Valerie has offered a consistent, unparalleled level of service. Her expertise has inspired confidence with her clients that their financial affairs are handled with the highest level of competency and care. Valerie strategically partners with her clients to provide not only investment advice, but also guidance on a wide range of financial issues that have a great impact on their lives. She is a graduate of the University of Manitoba and holds the Fellow of the Canadian Securities Institute (FCSI), the Certified International Wealth Manager (CIWM) and the Chartered Investment Manager (CIM) designations. In addition, Valerie also has the credentials to offer Options and holds Level II Insurance License.

"My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style." –Maya Angelou

Schroeder Wealth Management Group

"We specialize in wealth management and are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Service and personal attention are our hallmarks, the defining qualities that help set us apart from other advisors. Our dedication to exceptional communication, service, education, and transparency enable us to specialize in a holistic investment approach geared towards the wealth management of each individual client."

Schroeder Wealth Management Group believes in using a comprehensive team approach to simplify clients' financial affairs. Our goal is to provide clear, effective strategies to help you reach new heights in financial independence. Our clients have peace of mind knowing their financial futures are being guided by a solid, personal team using the financial strength, advanced technology and breadth of global and local knowledge of CIBC Wood Gundy.

As a Portfolio Manager in Canada, Valerie Schroeder is part of an elite group of the most qualified and regulated professionals in the industry that possess extensive industry experience, thorough knowledge of market conditions, and a solid reputation for providing excellent client service.

Holistic Wealth Advisory with Integrity, Trust, & Expertise