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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

Our Beginnings

Our Beginnings

In an ever-changing industry, Marvin felt inspired to create something timeless. He had a vision to establish a family office practice—The Schmidt Investment Group—that connected complexities no one else considered, discerning small details within strategies, and providing peace in unprecedented situations.

 

Growing up with a father who was a minister, a mother who was a teacher and a large extended family of entrepreneurs, Marvin’s passion and desire to serve would be shaped into a purposeful business. From a young age, Marvin had an intellectual curiosity for the financial markets. He thirsted to understand how all aspects of the world were interconnected and how every person was impacted in one way or another. Recognizing the need to constantly adapt and innovate in order to better serve and counsel clients, we encourage you to watch and witness Marvin’s Story. The deep rooted foundation of our beginnings, blended with the inspiring vision of the future is very much at the heart of what is needed to serve clients best today.

 

Hear and watch what inspired and drives Marvin and The Schmidt Investment Group to Simplify Your Wealth®.

Marvin's Story – Trailer

Transcript

Marvin's Story – Feature

Transcript

Chinese clients in their home

Hear from our clients and partners who in working with us have simplified their lives.

View our Testimonials

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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.