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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
    • Media
    • Resources
    • Client Care Award
  • Contact Us

Media

Article

March 25, 2024

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Grandfather playing with grandkids

The Heart of Wealth | Canadian Family Offices x The Schmidt Investment Group

Marvin J. Schmidt, founder and principal of The Schmidt Investment Group and senior wealth advisor at CIBC Private Wealth, prioritizes empathy and giving back. "We recently had a client — we worked with their whole family — and there were hundreds of hours in getting this family over the finish line. They sent us a note: ‘We’ve never been closer and we’ve never had a brighter vision of the future than we have today.’ That’s what gets me up in the morning." he says.
 

Through his holistic approach to financial planning and dedication to philanthropy, exemplified by his non-profit organization Expand Hope, he aims to make a meaningful difference in his clients' lives and communities.

Read the full article here.

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May 02, 2024

Marvin Schmidt

Federal Budget Insights | Canadian Family Offices x The Schmidt Investment Group

The Good, The Bad, and Everything Between: Federal Budget Insights from Marvin J. Schmidt Hear from our Founder, Principal and Senior Wealth Advisor, Marvin Schmidt, on the impacts of the federal...

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Article

June 12, 2024

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“We believe this investment philosophy serves clients best” | Canadian Family Offices x The Schmidt Investment Group

Navigating Economic Uncertainty: Insights from Marvin J. Schmidt In today's climate of economic uncertainty, strategic navigation and risk management have become paramount for investors. In the recen...

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.