Integrated Financial Advice
Schwartzman Financial provides professional tax, investment, and insurance services to individuals and businesses across British Columbia. Our business was built on the belief that financial guidance should be clear, practical, and grounded in long-term planning rather than short-term decisions.
We work closely with our clients to understand their goals and provide dependable support through every stage of their financial journey.
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
Empowering investors, Enriching futures
Integrated Financial Services Under One Roof
Schwartzman Financial offers a range of services designed to support both personal and business financial needs. Our core service areas include:
- Tax services for individuals and businesses
- Investment planning and retirement strategies
- Insurance solutions for personal and business protection
Each service area is delivered with attention to detail and an understanding of how financial decisions in one area can impact the others.
Continuity & Protection
Strategies designed to safeguard people, assets, and long-term stability.
human capital & savings.
Supporting long-term financial wellbeing for individuals and organizations.
Why Choose Schwartzman Financial?
Seize the future: Invest with Schwartzman
Delivering custom financial solutions
At Schwartzman Financial Corp, we help clients make informed investment decisions aligned with long-term goals. Our focus is on clarity, structure, and disciplined planning rather than short-term market noise.
Meet Alexei Schwartzman
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.
Meet Jane Ruttkayova
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.
investment FAQ’s.
Empowering your Financial Choices globally
Yes. We work with individuals, families, self-employed professionals, and businesses across British Columbia. Our services are tailored based on each client’s situation, goals, and level of complexity.
In addition to tax filing and compliance, we provide tax planning and optimization evaluations. Our goal is to help clients understand their tax position and plan more effectively over time.
Yes. Our services are designed to work together. By integrating tax, investment, and insurance planning, we help reduce gaps and improve coordination across your overall financial plan.
Yes. We work with clients across British Columbia and provide guidance informed by provincial tax regulations and local considerations.
You can contact us through the website or book a consultation. We’ll review your situation and discuss how our services may support your financial goals.
No. Our approach focuses on education, suitability, and long-term planning. Any recommendations are made in the context of a broader financial strategy.
We offer both. Some clients engage us for specific needs, while others work with us on an ongoing basis for continued support and planning.
No. Many clients reach out with questions or incomplete information. We’ll help identify what’s needed and guide you through the next steps.
