Schmidt & Associates

Finance · Canada · 11-50 Employees

View Company Info for Free

Overview

Headquarters

391 4th St Ste 201, Courtenay, British C...

Phone Number

(250) 334-8872

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Schmidt & Associates

Schmidt & Associates has been a trusted provider of complete wealth management services for over 35 years, catering to families, retirees, and professionals on Vancouver Island and beyond. They offer personalized financial planning, investment strategies, and legacy planning to help clients navigate major life transitions and build sustainable wealth. Their client-focused approach emphasizes understanding individual needs and delivering tailored solutions, ensuring a comprehensive support system for managing wealth. With access to a broad range of specialists, they are dedicated to providing high-quality service and fostering long-term relationships with their clients.Explore more
Popular SearchesSchmidt & AssociatesSIC Code 62,628NAICS Code 52,523Show more

Schmidt & Associates Org Chart

PhoneEmail
RS
Canada flag for contact location.

Founder & Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Schmidt & Associates your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Schmidt & Associates

Compare insights from companies similar to Schmidt & Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schmidt & Associates

<$5M
11-50
Private
-
-
RS
Ron SchmidtFounder & Financial Advisor
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2004
PC
Peter ChronopoulosProject Analyst
<$5M
1-10
Private
-
-
JT
Joe TrugliaFounder & Principal & Certified Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Schmidt & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Schmidt & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Schmidt & Associates.

Schmidt & Associates Tech Stack

A closer look at the technologies used by Schmidt & Associates

Top Finance Companies

Frequently Asked Questions Regarding Schmidt & Associates

What is Schmidt & Associates's official website?
Schmidt & Associates's official website is www.schmidtandassociates.ca
What is Schmidt & Associates's Revenue?
Schmidt & Associates's revenue is <$5 Million
What is Schmidt & Associates's SIC code?
Schmidt & Associates's SIC: 62,628
What is Schmidt & Associates's NAICS code?
Schmidt & Associates's NAICS: 52,523
How many employees does Schmidt & Associates have?
Schmidt & Associates has 11-50 employees
What industry does Schmidt & Associates belong to?
Schmidt & Associates is in the industry of: Finance, Securities Trading
What is Schmidt & Associates competition?
Schmidt & Associates top competitors include: Truespect Wealth Management, Riverdale Wealth, Investment Planning Counsel, Investment Planning Counsel
What technology does Schmidt & Associates use?
Some of the popular technologies that Schmidt & Associates uses are: WooCommerce, WordPress.org, PHP, DNS Made Easy
How do I contact Schmidt & Associates?
Schmidt & Associates contact info: Phone number: (250) 334-8872 Website: www.schmidtandassociates.ca
What does Schmidt & Associates do?

Schmidt & Associates has been a trusted provider of complete wealth management services for over 35 years, catering to families, retirees, and professionals on Vancouver Island and beyond. They offer personalized financial planning, investment strategies, and legacy planning to help clients navigate major life transitions and build sustainable weal... th. Their client-focused approach emphasizes understanding individual needs and delivering tailored solutions, ensuring a comprehensive support system for managing wealth. With access to a broad range of specialists, they are dedicated to providing high-quality service and fostering long-term relationships with their clients.Read More

Is Schmidt & Associates a public company?
Schmidt & Associates is private company therefore does not currently have an official ticker symbol
See more information about Schmidt & Associates

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.