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Media

Interview

March 18, 2021

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Marvin interviewed on WP

Family Office: 3 Big Questions

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 Darren tackle: 

  • What is a Family Office? 
  • What is the difference between a Family Office and an Investment Advisor?  
  • What are some of the top concerns of Family Office clients?

Watch now

Related posts

Article

February 05, 2021

Wealth professional logo

The Canadian family office: An industry in its infancy

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...

Learn more

Article

November 22, 2022

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The Schmidt Investment Group Proudly Presents Hazelview Investments

On Tuesday, November 22, we hosted Hazelview Investment's Managing Partner and CEO Ugo Bizzarri, and Managing Partner & Head of Global Securities Corrado Russo, as they discussed the local Real Estate...

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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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