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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
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    • Global Impact Trips
  • Media & Resources
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Awards & Media

Award

June 21, 2022

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WP Awards 2022 logo.

Winner: Holistic Advisory Team of the Year

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 services made available to clients, outstanding client service and relationship management, and a unique business plan and strategies to interact with new and existing clients.

The winners were announced at the Wealth Professional Awards Gala which took place on the 1st of June in Toronto. Marvin, along side a few members of the team were unable to attend as they were in Guatemala for their first Expand Hope trip since before the pandemic. Luckily, Marvin's wife Leah, and this three children Keats, Téa, and Joshua were able to accept the awards on the teams behalf.

 

Leah Schmidt and her children holding the award.

 

View the Commemorative Guide

Related posts

Award

June 18, 2022

2022 5-start advisors logo.

The Schmidt Investment Group Recognized as a 5 Star Advisory Team

Through next-level planning, technological adaptation, and personalized advice, these teams have elevated themselves as they meet clients’ needs.” Our very own Nigel Seth speaks with Leo Almazora for ...

Learn more

Interview

July 26, 2022

Marvin

How this award-winning advisor and his clients are building Guatemalan schools

In this interview, Marvin speaks with Noelle Boughton at Wealth Professional Canada Magazine about the impact that our community ...

Learn more
 
 
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