Ron Schmidt

Senior Wealth Advisor

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Alyson Schmidt

Associate Wealth Advisor

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Tracy Trotter

Client Services Manager

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Suzy Taylor

Administration Lead

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About Schmidt & Associates

Our Founder, Ron Schmidt has been a trusted financial advisor based on Vancouver Island for over 35 years. Throughout this time, Ron has provided complete wealth planning advice and support to hundreds of families. He’s overseen the growth of numerous generations of wealth in the Comox Valley and beyond.

From the crash of 1987, to the dot com era, to 911, the 2008 downturn, and on to Trump and cannabis stocks today, Ron has been through it all. He’s also helped his clients successfully navigate it all with a calm, informed approach.

We have proudly been licensed through Assante Capital Management Ltd, a division of CI Financial, one of Canada’s largest non-bank owned financial services companies, for almost 20 years. Our shared vision, values and culture of independence keeps our alignment strong and client satisfaction high.

It All Comes Down To Family

Ron inherited his entrepreneurial spirit from his mother, Mary, who owned her own business for over 40 years. Mary loved her business so much that she proudly served her clients 6 days a week until she was 88 years old. Her dedication to serving her clients also seems to have been passed on to Ron, as he has made service, community and family part of the fabric of his business since its beginning.

Planning for generations and ensuring that our client’s families are well taken care of has been Ron’s evolving passion and focus throughout his career. Building, managing and preserving family wealth is why we are here.

Ron’s commitment to family and inter-generational planning came to fruition for Ron personally in 2017, when his daughter Alyson joined the business. Generations apart, but core values harmoniously aligned, Ron and Alyson make a unique and dynamic team. Combining experience, skills and passion, our team delivers complete wealth management, fosters a culture of caring and offers a track record of excellence for both this and the next generation.

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