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CIBC Private Wealth Management, CIBC Wood Gundy
Schmidt Family Office
CIBC Private Wealth Management, CIBC Wood Gundy
Schmidt Family Office
  • Home
  • Family Office Services
  • Who We Are
    • Our Philosophy
    • Our Difference
    • Our Team
    • Our Story
    • Testimonials
  • Our Clients
  • Expand Hope®
    • Social Mission
    • Wealth for Good™
    • Global Impact Trips
  • Media & Resources
    • Media
    • Resources
    • Client Care Award
  • Contact Us

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Our Mission: To Simplify Your Wealth®

Transcript
Transcript:

[A man greets his wife and grown children as dinner is prepared. “WEALTH IS MEASURED THROUGH GENERATIONS” appears onscreen.]  

[Three generations of women are on a beach posing for photos they are taking of themselves. “BUILD YOUR LEGACY” appears onscreen.] 

[A multi-generational family celebrates their grandmother's birthday. “KNOW YOUR WEALTH IS PROTECTED” appears onscreen.]  

[A group of friends gather for a picnic. “LIVE FOR WHAT MATTERS MOST” appears onscreen.] 

[“The Schmidt Investment Group: Our Mission to Simplify Your Wealth” registered logo appears onscreen.] 

Close transcript

Our Mission: To Simplify Your Wealth®

The Schmidt Investment Group is Now Schmidt Family Office™

Founded on a vision to coordinate every aspect of wealth into one integrated approach, our work has always extended far beyond investment management. Our new name simply brings clarity to what we already do and who we already are.

Learn more

Our Mission: To Simplify Your Wealth®

At Schmidt Family Office™ we create hand crafted and exquisitely thought through wealth plans that bring together the past, present, and future. Our integrated team of professionals coordinates all aspects of your financial life to transform the complex into the simple. Your experience leaves you feeling cared for, understood, and confidently prepared to enjoy the wonders of life.

Circle of blocks with one removed

99.3%

Client retention

Relationships that last

4 nesting dolls

4

Generations

Creating 100+ year family legacies

One large sphere balancing with 6 smaller spheres on a fulcrum.

1:8

Professional to client ratio

White glove care and counsel

Private wealth consultation in a modern office

Available by Priority Reservation

Learn how wealth was meant to be managed. Contact our office to discover how our team can elevate your wealth management experience and let you see new possibilities through fresh eyes.

Start the Conversation

Uncommon Private Wealth

Co-created with you and meticulously cared for, we build you a family wealth plan tailored to your specific needs and goals that stands the test of time. Access to and expertise in wealth solutions, typically reserved for institutions (pensions, endowments, etc.), are made available to you.

Seamlessly bridging the complexities and intersections of your wealth plan to your estate, tax, insurance, business, and charitable strategies is what separates you in seeking the private wealth experience and expertise.

We ask the difficult questions to ensure your unique circumstances have been deeply considered and thought through. Your own private wealth team allows for the mosaic of wealth issues to be woven together with intentional precision and benefit for you and your family.

Find a service offering as unique as you.

Family Office Services

Compass rose line illustration symbolizing guidance in private wealth planning

"Schmidt Family Office’s high degree of competency and their “hands on” service makes us feel like we are their only clients... "

-Eden and Karen Hampson, Eden Hampson Realty Inc.

"I cannot think of a major financial decision that I would make without involving Schmidt Family Office™... "

-Angus McBeath, Former Superintendent of The Edmonton Public School Board (Retired)

"Schmidt Family Office™ goes beyond the basics to include all aspects of our personal and business lives… "

-Brian and Julie Sribney, Clients since 2004

"Investments chosen by Schmidt Family Office™ are subject to due diligence and ongoing scrutiny that exceed the norm in the investment industry… "

-Dr. Lance Mitchell

A group of children standing together outside in front of a bright blue building with the words

Wealth for Good™

At Schmidt Family Office™ we founded Expand Hope®, a national public foundation. We direct 100% of our investment management revenue for the first 18 months of each new client relationship to Expand Hope to build schools in the developing world in honour of our new client, and if relevant, the person who referred them to our office.

Our business philosophy is not limited to our financial and investment responsibilities; rather, it extends into the belief that businesses have the power to create and foster global social change. As we are devoted to this philosophy, we are actively committed to lead our industry in this direction.

By becoming a client of, or referring a client to  Schmidt Family Office™, you will have a personal impact on the future of 1,000s of children and their families around the world while creating a personal lasting legacy.

We Build Your Wealth. We Build a School in Your Honour.

Paper dolls

2,000+

Children’s Lives Changed

Families seeing new opportunities

school model constructed of books

23

Schools Built

New clients impacting lives

globe

5

Global Impact Trips

Life changing trips hosted

Learn how you can Change Lives One School At a Time®.

Expand Hope

Transcript

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780-970-5309 or 1-800-232-7296 ext.5309

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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.

CIBC Private Wealth Services are available to qualified individuals. The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.

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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.