We are proud to share an important milestone for our group: Marvin has been named a 2025 Advisor of Excellence Award recipient by Family Enterprise Canada.

The Advisor of Excellence Award is one of the organization’s highest distinctions, recognizing individuals whose work reflects both technical excellence and a deep understanding of the human side of enterprise. This national recognition honoured only two Family Enterprise Advisors (FEAs) across Canada in 2025.

A Meaningful Recognition

The Advisor of Excellence Award recognizes FEAs who have set or elevated the standard for advising family enterprises. Recipients are acknowledged for their ability to:

• Foster generational continuity
• Navigate complex family and business dynamics
• Embrace collaborative, values-based advisory practices
• Demonstrate deep insight into the unique challenges facing business families

Marvin’s selection reflects decades of dedication to these principles and his longstanding commitment to helping families build, preserve, and steward wealth with purpose. This award is a meaningful addition to an already distinguished profile in the family office and family enterprise advisory space.

Congratulations Marvin

Please join us in congratulating Marvin J. Schmidt on this outstanding achievement. We are proud to work alongside a leader whose values, integrity, and commitment to families continue to shape and inspire our team.

We look forward to celebrating this recognition together and to continuing the important work of supporting family enterprises across Canada.