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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

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Our Mission: To Simplify Your Wealth®

Transcript
Transcript:

[A man greets his wife and grown children as dinner is prepared. “WEALTH IS MEASURED THROUGH GENERATIONS” appears onscreen.]  

[Three generations of women are on a beach posing for photos they are taking of themselves. “BUILD YOUR LEGACY” appears onscreen.] 

[A multi-generational family celebrates their grandmother's birthday. “KNOW YOUR WEALTH IS PROTECTED” appears onscreen.]  

[A group of friends gather for a picnic. “LIVE FOR WHAT MATTERS MOST” appears onscreen.] 

[“The Schmidt Investment Group: Our Mission to Simplify Your Wealth” registered logo appears onscreen.] 

Close transcript

 

At The Schmidt Investment Group® we create hand crafted and exquisitely thought through wealth plans that bring together the past, present, and future. Our integrated team of professionals coordinates all aspects of your financial life to transform the complex into the simple. Your experience leaves you feeling cared for, understood, and confidently prepared to enjoy the wonders of life.

Circle of blocks with one removed

99.2%
CLIENT RETENTION

Relationships that last

 

4 nesting dolls

4
GENERATIONS

Creating 100+ year family legacies

 

One large sphere balancing with 6 smaller spheres on a fulcrum.

1:7
PROFESSIONAL TO CLIENT RATIO

White glove care and counsel

Uncommon Private Wealth

Co-created with you and meticulously cared for, we build you a family wealth plan that stands the test of time. Access to and expertise in wealth solutions, typically reserved for institutions (pensions, endowments, etc.), are made available to you.

Seamlessly bridging the complexities and intersections of your wealth plan to your estate, tax, insurance, business, and charitable strategies is what separates you in seeking the ultimate private wealth experience and expertise.

We ask the difficult questions to ensure your unique circumstances have been deeply considered and thought through. Your own private wealth team allows for the mosaic of wealth issues to be woven together with intentional precision and benefit for you and your family.

 

Tax

(Personal & Business)

Am I 100% certain I am not paying more taxes than needed?

 

 

Estate & Will

Am I confident that my business legal agreements (USA), life insurance contracts, investment account structure, and marital agreements don't contradict each other?

 

 

Generations

Will my wealth be a curse or blessing for the next generation, and how have I prepared them?

 

 

Business Succession

How do I maximize my exit value and make the transition process as simple as possible?

 

 

My Advisors

Are all of my advisors proactively collaborating to maximize my benefit?

 

 

Charitable Giving

Where do I start, and how do I make the most of my charitable gifts?

 

 

Investment Management

How do I know I am getting the best counsel on my financial assets?

 

 

Simplify Life

Is there a way to make life easier for me and my family with all the moving parts of my wealth?

 

 

A Service Offering as Unique as You

2020 Wealth Professional Gold award

Top Canadian Wealth Advisor

Canadian Industry Wealth Advisor of the Year

Marvin J. Schmidt, Founder and Principal of The Schmidt Investment Group, was awarded Advisor of the Year, alongside his team who won the award for Engagement, Loyalty and Client Care. Learn more about this award.

Available by Priority Reservation

Learn how wealth was meant to be managed. Contact our office to discover how having a private team can elevate your wealth management experience and let you see new possibilities through fresh eyes.

Start the Conversation

"The Schmidt Investment Group’s high degree of competency and their “hands on” service makes us feel like we are their only clients... "

-Eden and Karen Hampson, Eden Hampson Realty Inc.
Read More

"I cannot think of a major financial decision that I would make without involving The Schmidt Investment Group... "

-Angus McBeath, Former Superintendent of The Edmonton Public School Board (Retired)
Read More

"The Schmidt Investment Group goes beyond the basics to include all aspects of our personal and business lives… "

-Brian and Julie Sribney, Clients since 2004
Read More

"Investments chosen by The Schmidt Investment Group are subject to due diligence and ongoing scrutiny that exceed the norm in the investment industry… "

-Dr. Lance Mitchell
Read More

"The Schmidt Investment Group excels at meeting the combined and complex needs of high-net-worth individuals and families through their family office solution… "

-Richard A. Gil, CFP Partner, MOWBREY GIL LLP Chartered Accountants & Business Advisors
Read More

Wealth for Good™

At The Schmidt Investment Group we founded Expand Hope®, a national public foundation. We direct 100% of our investment management revenue for the first 18 months of each new client relationship to Expand Hope to build schools in the developing world in your honour, and the person who referred you to us.

Our business philosophy is not limited to our financial and investment responsibilities; rather, it extends into the beliefs that businesses have the power to create and foster global social change. As we are devoted to this philosophy, we are actively committed to lead our industry in this direction.

By becoming a client of, or referring a client to The Schmidt Investment Group, you will have a personal impact on the future of 1,000s of children and their families around the world while creating a personal lasting legacy.

 

We Build Your Wealth. We Build a School in Your Honour.

Paper dolls

1,035+

CHILDREN'S LIVES CHANGED

Families seeing new opportunities

school model constructed of books

7

SCHOOLS BUILT

New clients impacting lives

globe

3

GLOBAL IMPACT TRIPS

Life changing trips hosted

Transcript

 

Learn how you can Change Lives One School At a Time®.

Expand Hope

 

 

CIBC Logo
The Schmidt Investment Group logo
Canadian Advisor of the Year
Engagement, Loyalty & Client Care
Philanthropy & Community Service
Contact Us

780-970-5309  or
1-800-232-7296 ext. 5309

  • Family Office Services
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  • Our Team
  • Our Beginnings
  • Testimonials
  • Wealth Challenge
  • Minimum Account Size Applies
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • IIROC Advisor Report
 
 
IIROC Canadian Investor Protection Fund

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.


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