The Schmidt Investment Group

Since inception, The Schmidt Investment Group has served Canadas affluent families, protecting and growing their wealth from generation to generation. Our family office is here to coordinate all aspects of your financial life to provide you with the time and peace of mind to focus on what is most important to you. Our tailored approach to integrated wealth advisory and oversight allows us to understand the unique vision you have for your wealth. Our expertise and exceptional service allows us to bring your vision to life. https://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer.pdf

Family office services,investment management,retirement planning,wills and estate planning,business succession and transition planning,tax planning,insurance planning,cash management,family communication strategies,coordination of corporate and tax law,credit and banking (private and commercial),charitable gift planning,family wealth counseling,generational wealth transfer planning ,reputational risk management,conflict resolution management,family and corporate security consulting,and family legacy development

The schmidt investment group's revenue is 11m - 100m

The schmidt investment group has 11 - 50 employees.