Article
March 25, 2024
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.
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