Our philosophy is, in part, a direct response to a critical challenge that exists amongst financial advisors worldwide – too many clients, too little time.

 

The Schmidt Investment Group has one of the highest professional to client ratios in the investment management industry in Canada. We choose to serve an exclusive client base because with fewer clients and more skilled professionals we can be pro-active and create customized solutions for our clients. We can remain accessible and take the time necessary to understand clients’ immediate and long term objectives and provide the personal attention required to help our clients meet those objectives.

 

 

We can confidently say that we are ‘managing’ the wealth of our clients rather than just ‘holding’ the assets of our clients.