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 The Schmidt Investment Group
 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
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  • 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

Marvin J. Schmidt video transcript

MARVIN J. SCHMIDT

 

[Instrumental music begins playing. Marvin J. Schmidt stands in the reception of The Schmidt Investment Group offices.]

Hello and welcome to The Schmidt Investment Group.

My name is Marvin Schmidt and I'm honoured that you are taking the time to learn about our wealth management practice.

As the Principal, Senior Wealth Strategist and head of The Schmidt Investment Group, it is my life's mission to ensure our group delivers on our promise, to execute on strong investment performance while providing an exceptional service experience.

I believe that a business can only be as great as the people inside of it.

Through our extensive hiring process, we seek out only the best professionals across the spectrum of our industry.

We abide by hiring on the basis of six key attributes: intellectual curiosity, honesty, passion, integrity, caring and humility.

It is my hope that through your experience with us, these attributes are quickly evident.

Through the community of the Schmidt Investment Group, I feel incredibly honoured and humbled by the trust and confidence that our clients have given us to help them better attain their life and wealth objectives.

Core within our culture is to explore every day how we can better add value to our clients.

Our mission is simple, to simplify your wealth.

 

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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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