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CIBC Private Wealth Management, CIBC Wood Gundy
The Schmidt Investment Group
CIBC Private Wealth Management, CIBC Wood Gundy
The Schmidt Investment Group
  • Home
  • Family Office Services
  • Who We Are
    • Our Philosophy
    • Our Difference
    • Our Team
    • Our Beginnings
    • Testimonials
  • Our Clients
  • Expand Hope®
    • Social Mission
    • Wealth for Good™
    • Global Impact Trips
  • Media & Resources
    • Awards & Media
    • Resources
    • Wealth Challenge
    • Client Care Award
  • Contact Us

Awards & Media

Award

June 01, 2021

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Industry Recognized Canadian 5 Star Advisor

Marvin J. Schmidt is recognized as a 2021 5 Star Advisor by Wealth Professionals Canada. 

Wealth Professionals Canada turned to its network of individuals and organizations within the Canadian wealth management landscape, surveying more than 1,700 financial advisors and wealth management professionals to find out which advisors deliver the best possible service to their clients and are deserving of The 5 Star Advisor award.

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Related posts

Award & Article

November 30, 2022

Cheryl Rajan

Cheryl Rajan - A Leading Woman in Wealth 2022

Wealth Professional's second annual 5-Star Leading Women in Wealth report celebrates the industry’s female trailblazers - offering well-deserved recognition for the hard work, determination, and inspi...

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Article

February 05, 2021

The Canadian family office: An industry in its infancy

Marvin J. Schmidt outlines why as a burgeoning industry, the family office industry in Canada and globally should be defined and standardized. The family office industry has experienced a proliferatio...

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IIROC Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.