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 Schmidt Family Office
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  • Who We Are
    • Our Philosophy
    • Our Difference
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    • Testimonials
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    • Global Impact Trips
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Nigel Seth

Nigel Seth

Back to Our Teams
Nigel Seth

Nigel Seth
CIMA, CFP, TEP, CIM®, FMA, FCSI

Senior Associate Wealth Advisor

Phone icon(780) 970-5369
 Envelope iconnigel.seth@cibc.com

Industry Recognized Designations

  • CIMA - Certified Investment Management Analyst
  • CFP - Certified Financial Planner®
  • TEP - International Trust and Estate Practitioner
  • CIM® - Chartered Investment Management
  • FMA - Financial Management Advisor
  • FCSI - Fellow of the Canadian Securities Institute

Education

  • The Wharton School of Business, University of Pennsylvania

About Nigel

As a Senior Associate Wealth Advisor and member of the Wealth Strategy Group, Nigel has over 33 years of investment industry experience across multiple disciplines. 30 of these years have been with CIBC Wood Gundy.

Transcript

[Instrumental music begins playing and Nigel Seth appears onscreen.]

Hello, my name is Nigel Seth, and I am the Senior Associate Investment Advisor at the Schmidt Investment Group.

My journey began many moons ago in the northeast part of India, where I was born into a Roman Catholic family.

On my mother's side of the family, I have British, Irish and American lineage.

My name, Nigel Mervin Patrick Seth reflects some of this lineage.

My siblings and I were very blessed to have grown up in a gated community where I attended a boys only Catholic school and was educated by the Irish Christian Brothers.

My mother was a kindergarten teacher at the school and my father worked in the school office in bookkeeping and accounting.

My sisters went across the road to a Catholic convent where they were educated by the nuns.

Needless to say, our faith-based education was the prime focus growing up blended in with sports, which I was very passionate about.

My family and I moved to Montreal, Canada in 1987, where we joined my aunt, who had already resided in Canada for many years and was a teacher with the Montreal Catholic School Board.
Through a contact at my youth group at church, I was offered a summer job at CIBC Woody Gundy in 1988.

During my tenure at CIBC Wood Gundy in Montreal, I gained experience and exposure to various facets of the investment industry as I worked with the bond traders, new issue, credit and overall back-office administration that has served me well as a building block for the rest of my career.

Shortly thereafter, I segued into the retail client space where I worked with investment advisors and teams assisting retail clients with overall portfolio management.

With the mentoring of my branch manager, I honed my skills and knowledge base by acquiring various designations in the areas of portfolio management, derivatives trading and client service.

I moved to Edmonton in 2004 where I continued my career path with CIBC Wood Gundy as an Associate Investment Advisor.

Over the next years, I continued to deepen my knowledge base by acquiring premier designations in the areas of financial planning, trust and estate planning, portfolio management and institutional private money manager wealth management.

I was very fortunate to have the opportunity to attend the Wharton School of Business at the University of Pennsylvania, where I acquired the Certified Investment Management Analyst, or CIMA designation, which is recognized as a premier institutional and high net worth money management designation in the industry.

As a senior associate advisor at The Schmidt Investment Group, my mandate is to oversee the high net worth sleeve of our practice.

I look forward to meeting you and having the honour and opportunity to assist you and your family, simplify your wealth.

Industry Experience

Early in his career, Nigel developed a strong skill set in the areas of portfolio management, fixed income, new issues, credit management, manager due diligence and research, while working closely with retail and institutional clients across Canada.

His tenure in the industry and extensive accreditations make him a great asset to the Wealth Strategy Group at Schmidt Family Office™. Nigel is instrumental in implementing and monitoring client wealth management solutions in accordance with clients' financial plans, goals and investment policies. One of Nigel's core responsibilities is to meet with clients for regular portfolio and wealth management reviews and to build out strategy and overall planning for these clients in the areas of portfolio strategy, tax, estate, insurance and legacy planning. Nigel is active in the due diligence process of the Private Money Managers we hire on to build out client portfolio strategy and overall planning.

Designations & Degrees

Nigel attended The Wharton Business School at the University of Pennsylvania, one of the most acclaimed business schools in the world, where he earned his Certified Investment Management Analyst (CIMA) designation. The CIMA designation is one of the highest designations that can be attained by an investment consultant who assists high net worth clients and institutions in overall wealth and asset management. He also earned the designation of Fellow of the Canadian Securities Institute (FCSI®). The FCSI is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement. Nigel holds the Chartered Investment Management (CIM®) designation through the Canadian Securities Institute. The CIM® designation ensures those who earn it demonstrate the knowledge, skills and attributes necessary to evaluate and manage all aspects of a client's investment portfolio. The designation attests to an advisors advanced knowledge and ability gained as a result of rigorous study and evaluations. Nigel holds the Financial Management Advisor (FMA) designation and is also approved for Options and Derivatives trading.

Nigel acquired his Certified Financial Planner® designation in 2007 and is a member of the FP Canada Standards Council. The CFP certification is considered the standard for the financial planning profession worldwide and attests that designation holders have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession. He also holds the Canadian and International Trust and Estate Practitioner designation (TEP) which formally identifies him as a qualified practitioner that is able to deliver a suite of advanced trust and estate planning solutions for clients and their families. He is a member of the Edmonton Estate Planning Council and also a member of the Edmonton Chapter for the Society of Trust and Estate Practitioners (STEP).

Volunteering

Nigel is a strong believer in the Expand Hope mission, Changing Lives One School at a Time. Expand Hope is the global social impact platform of Schmidt Family Office™ and together they are building schools in some of the world’s most marginalized communities. Nigel, alongside his fellow members of Schmidt Family Office™ team, raised funds through various initiatives to construct a school in the community of Antiqua Xonca in Guatemala. In 2019, Nigel attended a Global Impact Trip to walk alongside this community as they celebrated their school opening ceremony. Nigel is an advocate for the work of Expand Hope and Schmidt Family Office™ and is constantly looking for any opportunity to share and spread the message of this amazing social impact brand and to energize others to do the same.

Accomplishments & Accolades

Nigel was awarded Schmidt Family Office™ Client Care Award in 2018. This award is bestowed upon one member of the team each year that goes above and beyond in their role to make a meaningful and personal difference in the life of clients. This award is voted upon by clients, the team, and an independent council.

Outside of the Office

When away from the corporate environment, Nigel enjoys spending time with his family and their dog Enzo, in the city or at their cabin where they enjoy boating, water sports, biking, long walks, and creating memories with family and friends. Nigel is also an avid Formula 1 fan, and as a long-time supporter of the Ferrari F1 Team, hopes to attend the Italian Grand Prix as one of his bucket list items.

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780-970-5309 or 1-800-232-7296

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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.

CIBC Private Wealth Services are available to qualified individuals. The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.

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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.