Marvin J. Schmidt, founder and principal of The Schmidt Investment Group and senior wealth advisor at CIBC Private Wealth, exemplifies a commitment to holistic wealth management and educational advocacy. 'Education is a big part of this. You can really help families understand what we're doing,' he says.
 

Marvin has a firm belief in the importance of providing tailored, personalized services to high-net-worth families, emphasizing financial planning, philanthropy, and overall well-being. His commitment to educating both clients and industry professionals reflects his mission to elevate the standards of wealth management, advocating for a comprehensive and client-centric approach that goes beyond traditional transactional practices.

Read the full article here.