Canadian Advisor of the Year
Engagement, Loyalty and Client Care
Philanthropy & Community Service
We have recorded a webinar to provide in greater detail, the current state of the markets and the economy, and provide our opinion on how this may impact your portfolio.
The Schmidt Investment Group wins the Excellence in Philanthropy and Community Service Award at the 2022 Wealth Professional . This award recognizes the individual or team whose outstanding contribut...
The Schmidt Investment Group wins the Holistic Advisory Team of the Year at the 2022 Wealth Professional Awards. This award recognizes the advisory team that demonstrates a variety of products and ser...
Wealth Professionals Canada turned to its network of individuals and organizations within the Canadian wealth management landscape, surveying financial advisors and wealth management professionals...
Marvin and Andy share a record a market update webinar to address our clients concerns and questions questioning how the outbreak of this tragic war in Europe will affect the markets and our clients p...
The second in our two part philanthropy webinar series continues with Marvin J. Schmidt and Founder of Tapestry Philanthropy Partners Lauri Thompson discussing topics including: How can I engage the n...
