Marvin J. Schmidt

Marvin J. Schmidt

Marvin J. Schmidt (CIMA, CFP, TEP, B. Comm) is the Founder, First Vice-President and Senior Wealth Strategist of The Schmidt Investment Group at CIBC Private Wealth Management, an award-winning multi-family office and wealth management practice in Canada.

Marvin is recognized as a top wealth strategist and leader in the investment industry in Canada. In 2020, he received the award for Canadian Advisor of the Year in the national Wealth Professional Awards.

He is a regular contributor to Wealth Professional, providing expert insight and commentary on the family office and wealth management industries in Canada.

If you would like to reach out to Marvin you can do so by emailing [email protected], or calling The Schmidt Investment Group office at 780-970-5309.

Visit www.TheSchmidtInvestmentGroup.ca to learn more about Marvin J. Schmidt and The Schmidt Investment Group.

The gifting considerations of Canadian ultra-high-net-worth families

How can clients best share their 'never money'? Family office expert looks at both the practical and emotional considerations

The gifting considerations of Canadian ultra-high-net-worth families

Top concerns of multi-family office clients

Family office expert provides an overview of the top challenges faced when seeking to add value to the lives of clients

Top concerns of multi-family office clients

The multi-family office – services and expertise

Family office expert explores how these organizations support the success of their clients well beyond wealth management

The multi-family office – services and expertise

The multi-family office: Structure to support success

Family office expert turns his lens on the MFO model and explains why its success can be seen in the transition of wealth from one generation to another

The multi-family office: Structure to support success

The Canadian single family office: Defining the inherently unique

Advisor reflects on why the industry is ill-defined and outlines its key characteristics

The Canadian single family office: Defining the inherently unique

The Canadian family office: an industry in its infancy

What exactly is a family office? Top advisor explores the lack of a standard definition and what it means for this burgeoning industry in Canada

The Canadian family office: an industry in its infancy