Schmidt Investment Group

Finance · Canada · 11-50 Employees

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Overview

Headquarters

101 Manulife Poland St 10180, Edmonton, ...

Phone Number

(780) 970-5309

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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1

About Schmidt Investment Group

Schmidt Family Office specializes in creating tailored wealth plans that integrate all aspects of a client's financial life, ensuring a seamless and personalized wealth management experience. Their services are designed for high-net-worth individuals and families, focusing on long-term legacy building and comprehensive financial strategies. The firm emphasizes a commitment to social responsibility through their initiative, Expand Hope, which funds educational projects in developing countries. With a high client retention rate and a dedicated team, Schmidt Family Office aims to simplify wealth management while fostering global social change.Explore more
Schmidt Investment Group's Social MediaPopular SearchesSchmidt Investment GroupThe Schmidt Investment GroupTheschmidtinvestmentgroup CaSIC Code 62,628NAICS Code 52,523Show more

Schmidt Investment Group Org Chart

PhoneEmail
JC
Canada flag for contact location.

Client Associate

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CS
Canada flag for contact location.

Senior Executive Assistant - CIBC Wood Gundy

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CH
Canada flag for contact location.

Administrative Assistant

PhoneEmail
NS
Canada flag for contact location.

Senior Associate Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schmidt Investment Group

<$5M
11-50
Private
-
-
JC
Jaja CruzClient Associate
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
Illustration of an envelope

Company Profile Activity

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Activity Insights

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

What does this means?

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

Schmidt Investment Group Tech Stack

A closer look at the technologies used by Schmidt Investment Group

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Frequently Asked Questions Regarding Schmidt Investment Group

What is Schmidt Investment Group's official website?
Schmidt Investment Group's official website is www.theschmidtinvestmentgroup.ca
What is Schmidt Investment Group's Revenue?
Schmidt Investment Group's revenue is <$5 Million
What is Schmidt Investment Group's SIC code?
Schmidt Investment Group's SIC: 62,628
What is Schmidt Investment Group's NAICS code?
Schmidt Investment Group's NAICS: 52,523
How many employees does Schmidt Investment Group have?
Schmidt Investment Group has 11-50 employees
What industry does Schmidt Investment Group belong to?
Schmidt Investment Group is in the industry of: Finance, Securities Trading
What is Schmidt Investment Group competition?
Schmidt Investment Group top competitors include: Tetrault Wealth Advisory Group, Investment Planning Counsel, Investment Planning Counsel, Truespect Wealth Management
What technology does Schmidt Investment Group use?
Some of the popular technologies that Schmidt Investment Group uses are: CSC Corporate Domains, Google Universal Analytics, Liferay, New Relic Browser
How do I contact Schmidt Investment Group?
Schmidt Investment Group contact info: Phone number: (780) 970-5309 Website: www.theschmidtinvestmentgroup.ca
What does Schmidt Investment Group do?

Schmidt Family Office specializes in creating tailored wealth plans that integrate all aspects of a client's financial life, ensuring a seamless and personalized wealth management experience. Their services are designed for high-net-worth individuals and families, focusing on long-term legacy building and comprehensive financial strategies. The fir... m emphasizes a commitment to social responsibility through their initiative, Expand Hope, which funds educational projects in developing countries. With a high client retention rate and a dedicated team, Schmidt Family Office aims to simplify wealth management while fostering global social change.Read More

What are Schmidt Investment Group social media links?
Schmidt Investment Group Linkedin page Schmidt Investment Group Facebook page
Is Schmidt Investment Group a public company?
Schmidt Investment Group is private company therefore does not currently have an official ticker symbol
See more information about Schmidt Investment Group

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