ABOUT US
COMPREHENSIVE FINANCIAL ADVICE
Schwartzman is a financial services company that revolves around the client, their business, and their family. Our role is to guide our clients through the financial world and to assist them with achieving their financial goals and dreams. Our approach is based on the integrated foundation of investments, risk management, tax preparation, and financial education.
The company was founded by Alexei Schwartzman in 2010 to provide financial services in a different way. The company is a one-stop shop that can address financial needs of individuals busy running their own companies and of their families. In addition to our own services, we rely on the guidance of experts in various areas of the financial world. This allows us to be more objective and enables us to serve our clients better.
Alexei Schwartzman
Founder
Alexei Schwartzman obtained the CFP (Certified Financial Planner) designation in 2014, the CLU (Chartered Life Underwriter) designation in 2020, and the RIS (Responsible Investment Specialist) designation in 2021. He currently lives in Vancouver, BC with his wife Marianna and their two sons, Lev and Misha. Other than his family and his work, his passions include playing music, running, and reading.
Jane Ruttkayova
Assistant
Jane Ruttkayova joined SFC in 2023 as an Assistant to Alexei Schwartzman with almost 10 years of previous experience in the mutual fund industry. She holds an Honours Bachelor of Arts degree from University of Waterloo and lives in Ottawa, ON with her husband, Ben, and two young daughters, Emma & Evie. Jane also has a small photography business and loves to travel and discover new coffee shops.
Mutual funds products are offered through Investia Financial Services Inc.
Insurance products are provided through multiple insurance carriers.
OUR VISION
To be a company that is able to address all of the financial needs of individuals, their families and their businesses.
OUR MISSION
To guide our clients to achievement of their financial goals through education,
advice, and action.
OUR VALUES
Education, respect, empathy, wholesome approach, giving back
