Big Picture Approach.
Complete Wealth Management for Life.
For the past 30 years, we have been a trusted partner to hundreds of families on Vancouver Island and beyond. We apply a big picture approach to delivering complete wealth management across generations, helping families like yours design their lives and plan their legacies.
Who We Work With
Retirees
In their prime and legacy planning.
Ways we can help:
- Investing for long-term asset protection and growth
- Retirement income planning
- Downsizing
- Navigating the financial realities of losing a spouse
- Estate and legacy planning
Families Building Wealth
Working hard to grow the retirement nest egg.
Ways we can help:
- Cash flow planning
- Saving for children’s education
- Family-focused risk management
- Investing for long term growth
- Tax-efficient savings strategies
- Pension and benefit optimization
- Asset division through marital breakdown
Professionals & Business Owners
Ready for next stage planning.
Ways we can help:
- Corporate investment planning
- Tax-efficient income planning
- Business acquisition and sale
- Succession planning
- Estate and legacy planning
- Individual and corporate risk management
Serving Vancouver Island for over 35 years.
We’re proud to call the Comox Valley home and to serve our neighbours and community.
Our team’s small-town roots make us approachable, friendly and dedicated to providing the best service possible. Our office is never short of conversation, spirit or personality.
Our clients are like family to us, and if we are working with you we make a point of getting to know you. We take on the work of managing your wealth so you can manage your life.
Thanks to the advantages of technology, we are also proud to be able to support numerous client families living outside of our local community. We are dedicated to ensuring these clients receive the same care and oversight we offer to our neighbors.
Words from our Clients
We work with some really great clients and are equally thrilled and humbled by their feedback. See more client testimonials.
We have had the pleasure of dealing with Ron and the Schmidt & Associates team for close to 20 years. Ron advises my husband and I, as well as, two other generations of our family and several siblings. His team’s substantial in-house knowledge is increased with access to Assante’s impressive group of tax, estate and insurance specialists Ron’s expertise, efficiency and passion for his business and clients has made an invaluable impact on our entire family’s growth, preservation and transfer of wealth.
Dave and Jane – Clients since 1999
“Ron has kept our strategies in line with our family’s changing needs.”
“I have been guided, protected and informed by Ron’s attention to detail and strategic approach.”
Over the past 3 decades Ron has expertly guided us with all our financial planning requirements. Along the way he has helped us assure the future financial well-being of our special needs daughter, advised us with life insurance, tax planning and business succession as well as estate planning for an elderly parent. As small business owners we looked to Ron to help us plan for an independently financed retirement and thanks to his expert guidance that is what we have now achieved.
Chris and Claire – Clients since 1993
Get excited about retirement planning.
Let us give you peace of mind knowing that you're heading towards a retirement you've only dreamed of.