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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

Wealth for Good™

Wealth for Good™

Concerns capture your mind surrounding the challenges that exist with building your family legacy. You want to inspire adult children to be engaged global citizens who live generously and raise young children or grandchildren to become hard word working, caring, contributing individuals.

We introduce the Wealth for Good™ program, backed by 30+ years of meaningful conversations with families like yours.

 

Create a Family Legacy of Philanthropy

Wealth for Good is an “opportunity within an opportunity”. We help you simplify your wealth, and find points of philanthropic connection to provide you a personal way to create social change. Your family is unique, and we have created a program that releases your unique family values into the world.

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

 

We created the Wealth for Good program to walk alongside your family as help you answer some of life's most difficult and important questions:

  • Are we instilling in our children a deep gratitude for the life and opportunities that they have?

  • Are we doing all that is possible to help our children appreciate the value of working hard, and earning from your labour and enterprise?

  • Are we raising our children to be good, compassionate individuals who leave a positive and lasting impression on everyone they come in contact with?

  • How can we raise our children to be creative, dutiful, engaged citizens who contribute their resources towards the advancement of humanity?

 

Beyond Business

Expand Hope and our team at The Schmidt Investment Group work together to provide programs that suite all ages and all members of your family.

Becoming a client is only the beginning. Once you become a client, the Wealth for Good program continues to support your family as you continue to make a difference and grow your family legacy.

Paper dolls

1,035+

CHILDREN'S LIVES CHANGED

Growing Wealth for Good™ community

school model constructed of books

7

SCHOOLS BUILT

Changing Lives One School At a Time®

globe

3

GLOBAL IMPACT TRIPS

Life changing trips hosted

 

Expand Hope is a registered Canadian Public Charity: #815802723RR0001
Additional information and disclaimers.

Marvin and the Schmidt Investment Group team in Guatamala

Our Global Impact Trip Program provides a place for you to experience transformational impact.

Explore Global Impact Trips

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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.


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