[Music begins. “Your Path to Impact” appears above “The Schmidt Investment Group” registered logo.]
[Voiceover begins over an animation of a man and woman at work in an office. “This is Tom and Beth”. The screen splits to show them with their grown children and splits again to show them with their grandchildren.]
This is Tom and Beth.
They are active in their prosperous family business, enjoy quality time with their grown children and look forward to spending time with their future grandchildren.
They have worked hard and are proud of the wealth that they have created.
[Tom and Beth look concerned. A thought bubble appears above Beth with “Financial Planning Services” in it.]
Tom and Beth are not satisfied with the level of financial planning services that they are currently receiving.
They want to explore what more advanced planning can offer them.
[The screen is split into three: Tom and Beth working with dollar signs in the background, a bar chart showing increasing wealth and increasing complexities, Tom and Beth’s grown children and grandchildren with question marks in the background.]
As Tom and Beth's wealth grows, so does its complexity.
They worry that their family may not fully appreciate the wealth that surrounds them and that one day they stand to inherit.
[A bar chart showing “Wealth”, “Complexities” and “Philanthropy”.]
They also have philanthropic aspirations that they are struggling to build into their busy lives in a meaningful way.
[Tom and Beth are having dinner with Ann and Jim. “Ann & Jim”. A thought bubble appears from Tom and Beth with “Financial Planning, Philanthropy, Family” in it.]
During dinner with longtime friends Jim and Ann, Tom and Beth share their concerns surrounding financial planning services, philanthropy, and their children.
Concerns that no longer keep Jim and Ann awake at night.
[Tom and Jim speaking. “The Schmidt Investment Group” registered logo appears in a conversation bubble, transitioning into “The Schmidt Investment Group: Our Mission to Simplify Your Wealth” registered logo” which becomes full screen, then reduces in size with “Investment Management”, “Private Banking”, “Estate Planning” and “Tax Reduction Strategies” appearing alongside it.]
Jim tells Tom about their financial advisors at The Schmidt Investment Group who simplify their lives through providing investment management, private banking, estate planning and tax reduction strategies.
[Jim and Ann are shown. A speech bubble shows them in a meeting with Marvin J. Schmidt. This transitions to “The Schmidt Investment Group” registered logo then the “Expand Hope” registered logo with a globe spinning behind it, then a picture of Jim and Ann’s family and then Jim, Ann, Tom and Beth in the restaurant again.]
He shares how The Schmidt Investment Group provides their family with superior service that encompasses all aspects of wealth management, including providing a global social impact platform which allows them to make a significant and sustainable impact in the world while creating a family legacy.
Tom and Beth cannot wait to see how The Schmidt investment group can simplify their lives.
[A phone is shown calling Marvin J. Schmidt at The Schmidt Investment Group.]
They call to schedule a meeting.
[Tom and Beth are in a meeting with Marvin at The Schmidt Investment Group offices. Marvin gives them a Wealth Management Plan which reads “The Schmidt Investment Group” registered logo “Wealth Management Plan, Tom and Beth Hopewell”.]
At the Schmidt Investment Group, Tom and Beth are presented with a detailed, personalized wealth management plan that addresses all of their concerns.
[Tom and Beth flick through the pages of the Wealth Management Plan. The first page shown reads “The Schmidt Investment Group” registered logo “Wealth Management Plan, Tom and Beth Hopewell”, the second page shown reads “The Schmidt Investment Group” registered logo, “We Build Your Wealth, We Build a School in Your Honour”, the third page shown reads “The Schmidt Investment Group” registered logo “Wealth Management Plan, Tom and Beth Hopewell”, “The Schmidt Investment Group will direct its investment management revenue for the first 18 months toward building a school in Tom and Beth's honor, and Jim and Anne's honor as the referrers.”]
They are delighted that upon becoming a new client, the Schmidt Investment Group will direct its investment management revenue for the first 18 months toward building a school in Tom and Beth's honor, and Jim and Anne's honor as the referrers.
[A thought bubble appears above Tom and Beth with an Expand Hope school in it.]
This school will provide access to education for some of the most vulnerable children in marginalized communities around the world.
[Tom, Beth and Marvin J. Schmidt shake hands.]
Tom and Beth become clients of The Schmidt Investment Group, and the two families begin their paths to impact.
[An Expand Hope school, then Marvin J. Schmidt speaking with Beth, Jim and Ann over the phone to invite them on a global impact trip.]
When their school is complete, they are invited to participate on an 11-day global impact trip to officially open their new school.
[Tom and Beth’s family are shown alongside Jim and Ann’s family outside an Expand Hope school. “A meaningful contribution to humanity’s progress”.]
The trip has a profound impact on both families, including their children. They personally witness how they have made a meaningful contribution toward humanity's progress.
[Jim and Ann’s family, “The Schmidt Investment Group” registered logo, Marvin J Schmidt, children in background in front of spinning globe.]
By referring The Schmidt investment group as their wealth management advisors, Jim and Ann know that they have made a significant impact on the lives of thousands of children including their own.
[Airplane travelling from Guatemala to Canada. Tom, Beth, Jim and Ann sitting on couch looking at pictures of the global impact trip.]
When they return to Canada. Jim and Tom and Beth excitedly share with family and friends their transformational experience through The Schmidt Investment Group and their global impact platform.
[Tom and Beth looking at their Wealth Management Plan. “Tom and Beth finally have Peace of Mind”, “The Schmidt Investment Group” registered logo, “Begin Your Path to Impact, Become a Client or Refer a New Client”.]
Tom and Beth finally have peace of mind, knowing that their financial wealth is in good hands and their global impact will continue to grow for generations to come.
[“The Schmidt Investment Group” registered logo, “We Build Your Wealth, We Build a School in Your Honour”. Music fades out.]
