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 The Schmidt Investment Group
 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
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  • Family Office Services
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    • Our Philosophy
    • Our Difference
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    • Our Beginnings
    • Testimonials
  • Our Clients
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Awards & Media

Award & Article

January 12, 2021

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Marvin J. Schmidt

Canadian Advisor of the Year

As the winner of The Mandeville Private Client Inc. Award for Canadian Advisor of the Year, Marvin J. Schmidt reflects on The Schmidt Investment Group's history and approach to Wealth Management, the ways his family office approach differentiates him in the industry, and how he provides his clients an Uncommon Private Wealth experience. 

The Schmidt Investment Group co-creates their clients family wealth plans meticulously to stand the test of time. They provide clients access to and expertise in wealth solutions, typically reserved for institutions.

View the article

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...

Learn more

Award

June 21, 2022

5-Star Advisors logo.

Marvin Recognized as a 5 Star Advisor for 2022

He’s done it again and all of us on the team couldn’t be happier for Marvin! We see how hard Marvin works and it’s wonderful when others recognize it too. According to the awarding body Wealth Profes...

Learn more
 
 
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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.


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