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).

Volunteering

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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