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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

Media

Media

In the Media

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Top concerns of multi-family office clients

Article

June 16, 2021

From gifting, philanthropy or legacy concerns, to considerations surrounding discussing their family’s wealth with their children, or the unique issues that family enterprises present, Marvin J. Schmi...

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Advisors confer on client service

The multi-family office: Services and expertise

Article

June 09, 2021

The unique combination of services and expertise at play in a multi-family office that support the all-encompassing success of their clients is explored by Marvin J. Schmidt in his article for Wealth ...

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The multi-family office: Structure to support success

Article

April 28, 2021

For those considering a family office, Marvin J. Schmidt proposes that when multi-family offices are structured to support this objective and strike the right balance between serving multiple clients ...

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Martin interviewed on WP

Family Office: 3 Big Questions

Interview

March 18, 2021

As part of their "3 Big Questions" series, Marvin J. Schmidt speaks with Darren Matte of Wealth Professionals Canada on the topic of the family office industry.  In this 5 minute interview, Marvin and...

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The Canadian single family office: Defining the inherently unique

Article

March 15, 2021

The oldest and best known structure of a family office is explored by Marvin J. Schmidt as he identifies the staples of these organizations to help to provide clarity for those considering a family of...

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The Canadian family office: An industry in its infancy

Article

February 05, 2021

Marvin J. Schmidt outlines why as a burgeoning industry, the family office industry in Canada and globally should be defined and standardized. The family office industry has experienced a proliferatio...

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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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