The Schmidt Investment Group’s high degree of competency and their “hands on” service makes us feel like we are their only clients. ...read more
The Schmidt Investment Group has demonstrated to us to be a leader in the wealth management industry. Their knowledge and expertise in handling high net worth clients is one of the industry’s best. ...read more
Investments chosen by The Schmidt Investment Group are subject to due diligence and ongoing scrutiny that exceed the norm in the investment industry. ...read more
The Schmidt Investment Group goes beyond the basics to include all aspects of our personal and business lives including assets, insurance, retirement and estate planning, ensuring that the entire package is in line with our annually reviewed long term goals....read more
The Schmidt Investment Group’s strategies are built around strategic rules, governed by the philosophies underpinning behavioral finance....read more
In our experience, as clients, we can testify that The Schmidt Investment Group conducts their business beyond normal industry standards to provide a higher level of service to us....read more
I cannot think of a major financial decision that I would make without involving The Schmidt Investment Group....read more
Having first met Marvin as a student more than twenty years ago when I was speaking at a U of A business function, I have been witness to his incredible success story. From when he first started looking after people’s financial health, I have been amazed by his ability to combine his intuitive understanding of the investment world with exhaustive research. The level of transparency concerning all the actions of The Schmidt Investment Group, their high degree of competency and their “hands on” service makes us feel like we are their only clients. We are always very appreciative of Marvin’s ability to explain in layman’s terms complicated concepts like access to private fund investments. In these volatile economic times, Karen and I derive a lot of comfort from the fact that The Schmidt Investment Group is looking after our financial affairs and we recommend their services very highly!
Eden and Karen Hampson
Eden Hampson Realty Inc.
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The Schmidt Investment Group has demonstrated to us to be a leader in the wealth management industry. Their knowledge and expertise in handling high net worth clients is one of the industry’s best. From the moment you join their team you see the dedication and commitment of everyone in their office with one solid goal of looking after, growing and protecting your financial nest egg. I would highly recommend The Schmidt Investment Group to anyone searching for a dedicated and knowledgeable financial advisor.
The Petasky Family
The Luxus Group
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Since becoming a client of The Schmidt Investment Group there are many things I’ve come to appreciate.
Investments chosen by The Schmidt Investment Group are subject to due diligence and ongoing scrutiny that exceed the norm in the investment industry. I am confident that an investment vehicle will be removed from my portfolio when it no longer meets its mandate. The metrics used in assessing potential investments are more accurate and detailed, effectively weeding out likely underperformers. I have no concern that I will be placed in an investment that has misrepresented itself or its performance.
As I head into retirement The Schmidt Investment Group has shown its ability to respond seamlessly to my rapidly changing needs. This ranges from detailed investment planning right down to the logistical issues of making sure I have money when and where I need it. In my experience with The Schmidt Investment Group, the “Team” concept means I always have easy access to the right people, instructions are followed and everything gets done as it should.
Diversification is only as meaningful as the products one is offered. I have benefited directly from investment vehicles not routinely available to the individual investor.
Investing, reporting and client service are part of a very deliberate and sophisticated system under the banner of The Schmidt Investment Group.
Dr. Lance Mitchell
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As clients of The Schmidt Investment Group since 2004, we have appreciated Marvin's investment philosophy and unwavering approach. Our relationship, based on trust, strong regular communication and a clear understanding of the process along with the ability to invest in products we could not otherwise access, has made it easy to hold steadfast. The Schmidt Investment Group goes beyond the basics to include all aspects of our personal and business lives including assets, insurance, retirement and estate planning, ensuring that the entire package is in line with our annually reviewed long term goals. In addition, the professionalism and approachability of every member of The Schmidt Investment Group has allowed us to rely on them for advice and referrals in both professional and personal situations, a truly invaluable service.
Thank you to all of you for everything you do for us!
Brian and Julie Sribney
Clients since 2004
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In our relationship with Marvin Schmidt and The Schmidt Investment Group, first and foremost for us has been their comprehensive approach to financial planning along with their emphasis on communication and education. We get a true sense that they are looking out for our interests and they take charge and initiative of our portfolio and its performance, keeping us updated on adjustments required and changes that need to be made.
The Schmidt Investment Group’s strategies are built around strategic rules, governed by the philosophies underpinning behavioral finance. This protects our portfolio against our own pre-conceived notions and gut reactions and should ultimately give us the best chance of superior long term performance.
We have appreciated the access to private equity markets along with the more conventional type of investment offerings. We have also benefited from their extended team of professionals with personal and professional estate planning as well as corporate restructuring of my business.
Marvin Schmidt and his entire team have been professional in every sense of the word and we would recommend them to those who desire a superior “hands on” approach to investment.
Dr. Ian McKee and Robin Flannagan
Clients since 2003
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We have been clients of The Schmidt Investment Group for about 15 years. We find them to be very professional with a caring attitude and approach. Most importantly, they are honest and trustworthy. Furthermore, they are knowledgeable in financial matters and conduct appropriate account reviews and due diligence on our behalf. In our experience, as clients, we can testify that The Schmidt Investment Group conducts their business beyond normal industry standards to provide a higher level of service to us.
William and Corinne Kuly
Agrologist and Career Consultant (Retired)
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I have been with The Schmidt Investment Group since 2000 and they have helped me and my wife address all areas of financial and estate planning since that time. Although I have had other advisors before The Schmidt Investment Group, once I started working with Marvin and his team, I was so pleased with their work, that I have remained with them until the present day and expect to remain with them for well into the future.
Marvin and his entire team provide consistent excellent client service. When you call or visit the office you are greeted in an exceptionally friendly and personal manner and are asked about how things are going with you and your family. Appointments start on time and are extremely thorough in terms of the breadth of the topics covered relative to financial and estate planning. The team has intimate knowledge of our entire financial affairs and is constantly reviewing the whole range of our personal property and investment needs and is thoroughly acquainted with taxation matters so that our investments give us the very best return from a capital appreciation point of view but also in terms of taxation treatment.
Before The Schmidt Investment Group invests your assets they take you through an exhaustive but important process in which you articulate what goals you want to achieve in life and in terms of your personal aspirations with respect to your finances and your estate. They look at your insurance needs, all your current financial holdings, your income, liabilities, your future obligations, and eventually how you wish your estate to be managed in the event of your death. They are especially interested in helping the client come to terms with the amount of income they wish to achieve in retirement and they generate options for how that can be attained which are then explored. The Schmidt Investment Group uses a software program to run income models which is very helpful to the client in determining how close they will be to their goals when they want to retire. The advisors devote a great deal of time during your office visits to make sure that they have covered all aspects of your financial plan. The Schmidt Investment Group sets aside time every year for my wife and I to review our financial plan with them so that it is up to date in terms of our aspirations but also in terms of taxation and other factors which have influence over our finances.
One thing that impresses me most about The Schmidt Investment Group is the extent to which they will bring in experts from other fields to help you with your overall financial and estate plan. They have connected my wife and me to an excellent estate lawyer, an excellent realtor, and an international tax lawyer who has experience in setting up foreign trusts. The team works well with my accountant and together they found an excellent way to help me purchase a condominium overseas as an investment property. I have called The Schmidt Investment Group on scores of occasions over the years with requests from transferring funds overseas when I was purchasing a condominium in the Caribbean to questions I might have about investments and investment returns. All members of The Schmidt Investment Group offer excellent and precise service. Given the great volume of activity I have had with Marvin and his team, I have yet to find them to make a single mistake relative to any of the transactions they have undertaken for me. The team responds in a very timely manner, take me seriously when I have a question and ensure that I receive the information and the services I need in an efficient, effective and friendly manner.
The Schmidt Investment Group has been very clear with me and other clients about the fees they charge for service. They have taken extensive time to ensure that clients like me and other clients have been afforded the opportunity to see the basis for their fees and they also compare how fees are assessed in other financial settings. I have never once felt in my long term relationship with Marvin and The Schmidt Investment Group that I was paying too many fees or that they were calculated in anything but a fair manner. The Schmidt Investment Group takes a great deal of time providing information to you about how they invest your money. They also provide a great deal of information about how they think the market is working and identify coming trends that may affect one’s investment decisions. They have worked diligently to ensure I have had access to excellent financial investment vehicles, including access to a private equity firm. In addition, since the recession of 2008, they have been the steady voice of reason during turbulent economic times. This has helped to reassure my wife and I when we have become worried about the impact the recession and subsequent market turmoil has had on our portfolios.
In closing, I cannot think of a major financial decision that I would make without involving The Schmidt Investment Group or seeking their advice and input before proceeding. I consider The Schmidt Investment Group a vital part of my long term financial health and I am looking forward to continued support from them for long into the future.
Former Superintendent of The Edmonton Public School Board (Retired)
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