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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 21, 2022

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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 Professional Canada, to be named as a 5 Star Advisor takes not just knowledge of products and how to invest their clients in the right portfolio, but also a critical ability to engage with clients and build a trusted relationship.

Congratulations Marvin for being named a 5 Star Advisor for 2022!

Read More

Related posts

Interview

July 26, 2022

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 ...

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Article

December 03, 2021

Top concerns of family office clients: wealth disclosure to children

Hear from Marvin Schmidt on some of the best practices to facilitate family discussions that prepare children for the unique complexities family wealth presents. “A family wealth discussion means dif...

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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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