I can unequivocally say The Schmidt Investment Group has one of the best wealth management teams in the country ...read more

Tony Johnson
Director, Priviti Capital Corporation and former Investment Firm Vice President

We have found Marvin and his team’s collaborative approach has been excellent for proactive planning for our clients ...read more

Rick Pirnak CPA, CA
Office Managing Partner
King & Company, Chartered Accountants

We are pleased to have worked with The Schmidt Investment Group for over 20 years.Their ongoing due diligence and review process illustrates the high level of commitment that The Schmidt Investment Group places on serving the best interests of their clients ...read more

Charles Brandes, CFA
Chairman and Founder
Brandes Investment Partners, L.P.

Marvin Schmidt and his professional team are leaders in the wealth management industry and a pioneer in taking service to a new level we have never seen before. Their level of service is beyond anyone’s expectations and we are impressed by their commitment to their clients. They have outstanding systems to follow-up on action items and are always two steps ahead ...read more

Ron Aquin, CPA, CA, CMA, CFP
Partner
Hawkings Epp Dumont LLP
Chartered Accounts

The Schmidt Investment Group excels at meeting the combined and complex needs of high net worth individuals and families through their family office solution: in our view as wealth managers Marvin and his group are truly exceptional ...read more

Richard A. Gil, CPA, CA, CFE, TEP, CFP
Partner
MOWBREY GIL LLP
Chartered Accountants & Business Advisors

They make it their business to know us and our investments in great detail. They lift our game because of the way they play. The Schmidt Investment Group undertake... the best kind of due diligence ...read more

Tom Kennedy
Chairman
Kensington Capital Partners Limited

Marvin and his team are exceedingly professional and client focused, and in my experience consistently deliver value and advise that helps clients create and protect wealth ...read more

Brent Agerbak
Market Vice President, CIBC Commercial Banking

The Schmidt Investment Group have truly earned the reputation of “trusted advisors”. Our office and staff have found a high degree of competence in all members of The Schmidt Investment Group and we look forward to working together to serve our mutual clients on a go-forward basis ...read more

Les J. Creasy, CPA, CA, TEP
Partner
MNP LLP Chartered Accountants & Business Advisors

They are leaders in their field. I highly recommend The Schmidt Investment Group to my clients. Their communication skills are second to none ...read more

Thomas Colquhoun
Barrister and Solicitor
TC Family Law Group

I've known Marvin and his team for more than a decade. Marvin's been a colleague, a coach and a mentor and he's now an investor in funds I'm involved with. I can unequivocally say The Schmidt Investment Group has one of the best wealth management teams in the country. They use rigorous detail in choosing and monitoring client investment portfolios. The team provides outstanding service. And perhaps most importantly, Marvin and The Schmidt Investment Group personally care about each and every one of their clients.


Tony Johnson
Director, Priviti Capital Corporation and former Investment Firm Vice President

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We have found Marvin and his team’s collaborative approach has been excellent for proactive planning for our clients.


Rick Pirnak CPA, CA
Office Managing Partner
King & Company, Chartered Accountants

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We are pleased to have worked with The Schmidt Investment Group for over 20 years. We admire the professionalism and multi-dimensional approach that Marvin Schmidt and his team bring to their client relationships, and appreciate the emphasis that they place on long-term financial and investment planning. Their ongoing due diligence and review process illustrates the high level of commitment that The Schmidt Investment Group places on serving the best interests of their clients.


Charles Brandes, CFA
Chairman and Founder
Brandes Investment Partners, L.P.

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Marvin Schmidt and his professional team are leaders in the wealth management industry and a pioneer in taking service to a new level we have never seen before. Their level of service is beyond anyone’s expectations and we are impressed by their commitment to their clients. They have outstanding systems to follow-up on action items and are always two steps ahead. It has been a pleasure to work with The Schmidt Investment Group.


Ron Aquin, CPA, CA, CMA, CFP
Partner
Hawkings Epp Dumont LLP
Chartered Accounts

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The Schmidt Investment Group excels at meeting the combined and complex needs of high net worth individuals and families through their family office solution:

  • Integrated use of professionals in an advisory capacity
  • Coordinated approach to all aspects of wealth management: investment returns, capital preservation, succession and ultimately will/estate planning;
  • Meaningful approaches to philanthropy, health and wellness as well as reputation management; and,
  • Family office level support for daily living: credit and banking, bill payment, and even a concierge service.

 

The Schmidt Investment Group refers to their service offering and their service philosophy as “holistic” – in our view, no matter the name, as wealth managers Marvin and his group are truly exceptional.

 

Richard A. Gil, CPA, CA, CFE, TEP, CFP
Partner
MOWBREY GIL LLP
Chartered Accountants & Business Advisors

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The Schmidt Investment Group first invested with Kensington in 2007. Their due diligence at the time was thoughtful and on target. Since then they have regularly followed up with visits and calls both on a formal review basis and on an informal basis. They are very familiar with Kensington’s activities and with the portfolio of investments they have with us. They are respectful and thorough, and make it their business to know us and our investments in great detail. They push us on commercial issues, and question us on investments all of the time. They lift our game because of the way they play. We’re proud to have Marvin and his team as investors! Many institutional investors and most wealth management teams do perfunctory due diligence, often through consultants. We're impressed with the personal digging and direct questions that The Schmidt Investment Group undertakes...it's the best kind of due diligence, and it is enhanced every time they call.


Tom Kennedy
Chairman
Kensington Capital Partners Limited

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Marvin and his team are exceedingly professional and client focused, and in my experience consistently deliver value and advise that helps clients create and protect wealth.


Brent Agerbak
Market Vice President, CIBC Commercial Banking

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The Schmidt Investment Group has always demonstrated great “hands on service” with their clients and they have truly earned the reputation of “trusted advisors”. Their team’s approach to client service ensures that clients receive knowledgeable and proactive service. Our office and staff have found a high degree of competence in all members of The Schmidt Investment Group and we look forward to working together to serve our mutual clients on a go-forward basis.


Les J. Creasy, CPA, CA, TEP
Partner
MNP LLP Chartered Accountants & Business Advisors

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I have enjoyed a personal association with The Schmidt Investment Group for many years. They are leaders in their field and their knowledge of wealth management is vast. We have had many mutual clients and as a lawyer, I highly recommend The Schmidt Investment Group to my clients who need strong investment advice following their settlements. I have always known Marvin, Nigel and other members of the group to strive to do their utmost to serve their clients. Their communication skills are second to none! I look forward to continuing our association for many years to come.


Thomas Colquhoun
Barrister and Solicitor
TC Family Law Group

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