Senior Wealth Advisor
When I started working in the financial industry 35 years ago, I aspired to open the doors of my own firm. In 1993 my dream became a reality and I started what has now evolved into Schmidt & Associates. The financial industry has seen a lot of changes since my career began, but what hasn’t changed is my purpose: to protect our clients’ wealth.
I enjoy the technical aspect of my job – the numbers, planning and strategy – but what I’m most passionate about is being a coach and trusted advisor to our client families. My job is to keep our clients on track by doing the ‘heavy lifting’ to make wealth management simple and understandable. I provide peace of mind by ensuring that the right long-term plan is in place so client goals can become reality and that their families are well taken care of.
I’m honored to have been trusted with overseeing the wealth of hundreds of client families over the years. I have never underestimated responsibility of overseeing people’s financial wellbeing, and the weight of that responsibility inspires me to continue learning and staying on top of the latest industry knowledge. My job is never done, and I wouldn’t want it any other way.
Our changing world, this ever-evolving industry, along with our exceptional clients and growing team at the firm keep me as excited to go to work today as I was three decades ago. I take great pride in the long-term relationships our team at Schmidt & Associates has built. It’s paramount to me that our clients feel they can come to us for support for any financial concerns, or at any time they need guidance on financial decision-making.
It’s our job to eliminate worry and support clients in living their best lives. The most rewarding part of my job is witnessing the results of a long-term financial strategy come together for a family. A close second is when a client I’ve worked with for a lifetime looks back on what we’ve done together and says, “You know Ron, everything has turned out better than I could’ve ever imagined”.
The Comox Valley has been my home for over 30 years, and I’m proud to serve and support the community through my work as a Rotarian. I’m also a proud father of three adult daughters. When I’m not working or volunteering, it’s curling and golf that keep me balanced and healthy. Sports have been a part of my life for as long as I can remember, and they continue to fuel my ageless, competitive nature.
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