For more than 30 years, our team has been guided by a simple but powerful mission: to simplify wealth so families can focus on living the lives they were meant to live.

That commitment remains the same. What has changed is our name.

As of January 30th, 2026, The Schmidt Investment Group has officially become Schmidt Family Office™.

Why the change

From the beginning, our work has always gone beyond investment management. Founded on a vision to coordinate every aspect of wealth into one integrated approach, we have grown into a firm that helps families navigate the full complexity of wealth: investment, tax, estate, and insurance strategies integrated with philanthropy, governance, and family dynamics.

The term family office best reflects this role. Globally, family offices are recognized as the highest standard for managing and coordinating the financial and lifestyle affairs of families across generations. Our new name brings clarity to the way we have long served families, focusing not only on wealth, but also on legacy, unity, and values.

What will never change

While our name has evolved, everything that defines our work remains the same:

• A trusted team committed to excellence and integrity
• Personalized guidance rooted in independence and expertise
• A mission to simplify wealth so families can focus on what matters most

Our people, philosophy, and standards remain exactly as you know them.

Looking ahead

This milestone represents not a change in direction, but a continuation of the journey we began more than three decades ago. It reflects our growth, our deep capacity, and our dedication to serving families today, tomorrow, and for generations to come.

We look forward to carrying the name Schmidt Family Office™ with pride and to continuing to serve as a trusted partner to families across Canada and beyond.