As a Client Associate at Schmidt Family Office™, Amy supports clients with portfolio trading and collaborates closely with the Advisory Group to develop strategies aligned with each client’s goals. Amy ensures that trades are reconciled daily, and portfolios run smoothly, providing clients with confidence and peace of mind.
Industry Experience
With over 8 years of experience in the financial services industry, Amy brings a depth of knowledge and a client-first approach to her role. She is passionate about ensuring each client's needs are carefully addressed and every detail is managed with precision.
Designations & Degrees
Amy holds a Bachelor of Commerce from the University of Alberta and a Master of Commerce from the University of New South Wales. She has also achieved the designations of Registered Retirement Consultant (RRC®), Certified Financial Planner®, and Chartered Investment Manager (CIM®).
Outside of the Office
Amy enjoys spending time with her dog, who keeps life lively and full of energy. She is also a coffee and pastry enthusiast and loves exploring new cafés. Amy finds joy in trying new dishes, whether cooking at home or dining out, as a way to relax and discover fresh flavours.
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