CIMA, CFP, TEP, CIM, FMA, FCSI
Senior Associate Wealth Advisor
As a Senior Associate Wealth Advisor and member of the Wealth Strategy Group, Nigel has over 33 years of investment industry experience across multiple disciplines. 30 of these years have been with CIBC Wood Gundy.
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Early in his career, Nigel developed a strong skill set in the areas of portfolio management, fixed income, new issues, credit management, manager due diligence and research, while working closely with retail and institutional clients across Canada.
His tenure in the industry and extensive accreditations make him a great asset to the Wealth Strategy Group at The Schmidt Investment Group. Nigel is instrumental in implementing and monitoring client wealth management solutions in accordance with clients' financial plans, goals and investment policies. One of Nigel's core responsibilities is to meet with clients for regular portfolio and wealth management reviews and to build out strategy and overall planning for these clients in the areas of portfolio strategy, tax, estate, insurance and legacy planning. Nigel is active in the due diligence process of the Private Money Managers we hire on to build out client portfolio strategy and overall planning.
Industry Recognized Designations
- CIMA - Certified Investment Management Analyst
- CFP - Certified Financial Planner
- TEP - International Trust and Estate Practitioner
- CIM - Chartered Investment Management
- FMA - Financial Management Advisor
- FCSI - Fellow of the Canadian Securities Institute
- The Wharton School of Business, University of Pennsylvania
Designations & Degrees
Nigel attended The Wharton Business School at the University of Pennsylvania, one of the most acclaimed business schools in the world, where he earned his Certified Investment Management Analyst (CIMA) designation. The CIMA designation is one of the highest designations that can be attained by an investment consultant who assists high net worth clients and institutions in overall portfolio and asset management. He also earned the designation of Fellow of the Canadian Securities Institute (FCSI). The FCSI is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement. Nigel holds the Chartered Investment Management (CIM) designation through the Canadian Securities Institute. The CIM designation ensures those who earn it demonstrate the knowledge, skills and attributes necessary to evaluate and manage all aspects of a client's investment portfolio. The designation attests to a portfolio manager's advanced knowledge and ability gained as a result of rigorous study and evaluations. Nigel holds the Financial Management Advisor (FMA) designation and is also Options and Derivatives Licensed through the Canadian Securities Institute that certifies him to invest in advanced derivative portfolio solutions and strategies for sophisticated clients.
Nigel acquired his Certified Financial Planner (CFP) designation in 2007 and is a member of the FP Canada Standards Council. The CFP certification is considered the standard for the financial planning profession worldwide and attests that designation holders have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession. He also holds the Canadian and International Trust and Estate Practitioner designation (TEP) which formally identifies him as a qualified practitioner that is able to deliver a suite of advanced trust and estate planning solutions for clients and their families. He is a member of the Edmonton Estate Planning Council and also a member of the Edmonton Chapter for the Society of Trust and Estate Practitioners (STEP).
Nigel is a strong believer in the Expand Hope mission, Changing Lives One School at a Time. Expand Hope is the global social impact platform of The Schmidt Investment Group and together they are building schools in some of the world’s most marginalized communities. Nigel, alongside his fellow members of The Schmidt Investment Group team, raised funds through various initiatives to construct a school in the community of Antiqua Xonca in Guatemala. In 2019, Nigel attended a Global Impact Trip to walk alongside this community as they celebrated their school opening ceremony. Nigel is an advocate for the work of Expand Hope and The Schmidt Investment Groups and is constantly looking for any opportunity to share and spread the message of this amazing social impact brand and to energize others to do the same.
Accomplishments & Accolades
Nigel was awarded The Schmidt Investment Group Client Care Award in 2018. This award is bestowed upon one member of the team each year that goes above and beyond in their role to make a meaningful and personal difference in the life of clients. This award is voted upon by clients, the team, and an independent council.
Outside the Office
When away from the corporate environment, Nigel enjoys spending time with his family and their dog Enzo, in the city or at their cabin where they enjoy boating, water sports, biking, long walks, and creating memories with family and friends. Nigel is also an avid Formula 1 fan, and as a long-time supporter of the Ferrari F1 Team, hopes to attend the Italian Grand Prix as one of his bucket list items.
Connect with Nigel
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