Thomas Schmidt, CIM

Email:
Phone:613-592-2422 x223
Fax:613-592-0597
Licensed in:Ontario, Quebec

Thomas Schmidt, Investment Funds Advisor and Branch Manager at Investia Financial Services, is a dedicated professional with a history of providing the highest level of service and expertise for his clients.

With his extensive background in the financial and technical service industry, Thomas has built strong working relationships with both clients and peers. His financial planning approach and integrated wealth management solutions have earned his clients’ confidence and trust. Listening to client objectives and suggesting creative solutions to support their goals is part of his daily routine. Thomas is focused on creating sustainable retirement income streams, decreasing tax liability for clients and providing other perspectives for investment decisions that impact portfolio returns.

In the words of Thomas…

“I would like to think that my clients would say that I am good at what I do, but more importantly, that I am dependable and conscientious. I am confident that I can assist clients with their individual financial needs and affect them in a positive way. Understanding my client’s circumstances before crafting a well developed financial plan is a crucial key to success and a major component of my investment philosophy.”

Thomas has completed the Canadian Investment Manager (CIM) designation, building the credentials to be licensed as a discretionary portfolio manager in Canada with the skills required to implement advanced investment strategies. Thomas is a Registered Candidate with the Financial Planning Standards Council (FPSC), having completed the Core Curriculum education requirement and passed Financial Planning Examination Level 1 (FPE1®), putting him well on his way to becoming a Certified Financial Planner (CFP).

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He is an avid soccer player, likes running as well as an occasional round of golf. He is actively involved in community activities such as volunteering as treasurer at his children’s school. Thomas lives in Kanata with his wife and three children.