Marvin Schmidt Email & Phone Number
Founder and Chair @ Expand Hope
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Marvin Schmidt Location
- Edmonton, AB, CA
Marvin Schmidt Work
- Founder and Principal of Schmidt Family Office, Senior Wealth Advisor at CIBC Private Wealth @ (January 1992 - Present)
- Founder and Chair @ (January 2016 - Present)
Marvin Schmidt Education
- The Wharton School 2001-2002
- Alberta School of Business, University of Alberta
B.Comm.
1990-1994
Marvin Schmidt Skills
- Bill Payment Management
- Business Succession and Transition Planning
- Cash Management
- Charitable Gift Planning
- Conflict Resolution Management
- Coordination of Corporate and Tax Law
- Credit and Banking (Private and Commercial)
- Family Communication Strategies
- Family Law
- Family Office Services
- Family Wealth Counseling
- Family and Corporate Security Consulting
- Generational Wealth Transfer Planning
- Health and Wellness Support and Coordination
- Heritage Planning and Family Legacy Development
- Insurance Planning
- Investment Management
- Labour Dispute Resolutions
- Property Tax Assessment Disputes
- Reputational Risk Management
- Retirement Planning
- Tax Planning
- Wills and Estate Planning
Marvin Schmidt Summary
- Marvin Schmidt, based in Edmonton, AB, CA, is currently a Founder and Chair at Expand Hope. Marvin Schmidt brings experience from previous roles at CIBC Wood Gundy. Marvin Schmidt holds a 2001 - 2002 The Wharton School. With a robust skill set that includes Bill Payment Management, Business Succession and Transition Planning, Cash Management, Charitable Gift Planning, Conflict Resolution Management and more. Marvin Schmidt has 3 emails on RocketReach.
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