Marvin J. Schmidt
CIMA, CFP, TEP, B.Comm.
Principal, First Vice-President, Senior Investment Advisor, Founder of Expand Hope
As a top wealth strategist in Canada at CIBC Wood Gundy, Marvin is the team principal and senior member of The Schmidt Investment Group. He is a leader in the investment industry, spearheading many initiatives to ensure transparency and accountability to clients.
Read MoreNigel M. Seth
CIMA, CFP, CIM, FMA, FCSI, TEP
Senior Associate Investment Advisor
As a member of The Advisory Group, Nigel has over 30 years of investment experience, 27 of which have been with CIBC Wood Gundy. Early in his career, he developed a strong skill set in the areas of fixed income, new issues and credit management, while working closely with clients across Canada.
Read MoreCheryl Rajan
CFP, TEP, B.Comm.
Senior Associate Investment Advisor
As a member of The Advisory Group, Cheryl has over 16 years of investment and financial planning experience. Cheryl is instrumental in implementing and monitoring client wealth management solutions in accordance with clients' financial plans and investment policies.
Read MoreAndy Rempel
CIMA, CFP, CIM, FMA, B. Comm.
Senior Associate Investment Advisor
As a member of The Advisory Group, Andy has 15 years of investment and financial planning experience. He is instrumental in implementing and monitoring client wealth management solutions in accordance with clients' financial plans and investment policies. Andy's responsibilities also include meeting with private and institutional clients.
Read MoreMelissa Seglie
B.Ed.
Associate Investment Advisor
As a member of the Advisory Group, Melissa has over 19 years in the industry. Melissa's responsibilities have included personal banking, credit adjudication, tax reporting...
Read MoreNasim Charkhandeh
M.B.A., B.A.
Junior Associate Investment Advisor
As a member of The Advisory Group, Nasim has over 12 years of investment and wealth management experience. Prior to joining The Schmidt Investment Group...
Read MoreCori-Lynn Avery
Senior Financial Associate
Cori-Lynn has over 40 years of experience in the investment management industry and joined The Schmidt Investment Group in 2002.
Read MoreSalima Mulji
B.Comm.
Financial Associate
As a member of The Advisory Group, Salima has over 13 years of experience working in wealth management. Prior to joining The Schmidt Investment Group...
Read MoreRhonda Ouimet
Senior Executive Assistant
With over 24 years as the Executive Assistant at The Schmidt Investment Group, Rhonda has been the consistent first point of contact for clients...
Read MoreCeline Hunke
B.A.
Administrative Assistant
As a member of The Operations Group, Celine has spent her entire working life in the commercial banking industry specializing in deposit products...
Read MoreLinda Wilkie
Business Leader
Linda has over 39 years of combined private client and institutional experience. After working at a $4.5 billion pension fund and one of Canada's largest corporations...
Read MoreSinead Mc Conomy
B.A.
Associate Business Leader
As a member of The Operations Team at The Schmidt Investment Group, Sinead’s role is wide-ranging and encompasses trading, client engagement...
Read MoreLeah Schmidt
MN, BScN.
Founder of Expand Hope
Leah earned a Bachelor of Science in Nursing and a Masters in Nursing from the University of Alberta. She has worked in the areas of community, public and college health...
Read MoreLindsey Machona
Corporate Social Impact Coordinator, Executive Director of Expand Hope
Lindsey Machona is the Executive Director of Expand Hope, the global impact platform for The Schmidt Investment Group. Born and raised in Zimbabwe, Lindsey comes from very...
Read MoreDanielle Kath
Project Coordinator
As a member of The Schmidt Investment Group, Danielle recognizes the deep desire many of our clients have in making a meaningful difference within their communities and abroad....
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