"Hi, my name is Andy, and I am a member of the advisory team at the Schmidt Investment Group. I also co-lead investment manager due diligence with Marvin.
My earliest memory of investing was when I was given a book to read by a financial adviser titled The Wealthy Barber. As a young child, any games that involve money piqued my interest, so when it came to playing Monopoly, I knew I needed to master the strategy of making money. I have a deep thirst and hunger for knowledge when it comes to anything wealth planning related.
Today, I take my responsibilities of managing the wealth of our clients very seriously. My desire to achieve results on behalf of our clients is what drives me day in and day out. Specifically, my attention is focused on two key areas of wealth management for clients, investment strategy and tax. As part of my role, I travel extensively with Marvin, both within Canada and internationally to meet with investment management firms, and attend advanced educational workshops on investment strategy.
Married with two young children, I am a lifelong Edmontonian and I'm looking forward to helping you simplify your wealth."
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