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 The Schmidt Investment Group
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 The Schmidt Investment Group
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  • Family Office Services
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    • Our Philosophy
    • Our Difference
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Awards & Media

Award & Article

January 11, 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.

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Related posts

Article

February 04, 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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Award

September 30, 2020

Wealth Professional Awards logo

Winner: Industry Recognized Award for Engagement, Loyalty & Client Care

The Schmidt Investment Group wins the Canadian Industry Award for Client Engagement, Loyalty & Client Care at the 2020 Wealth Professional Awards. This award recognizes the advisory team or office tha...

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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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