June 20, 2022
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.