Our Approach

At Schmidt & Associates, we’re believers in a big picture approach that takes all aspects of our clients’ lives and finances into account. Taking a learning-based approach, we get to know you and your family so we can understand the unique needs of your life and form a plan that is specific to you. We use insights gained from our in-person meetings to form your plan, manage the level of risk that is comfortable for you and help you to make informed financial decisions as life happens.

We act as trusted wealth advisors to our clients – we are not stock brokers, we don’t day trade or build individual portfolios from our office in Courtenay. We get excited about sharing disciplined and creative wealth planning strategies you will not find at your bank. As a part of the Assante and C.I. network, we engage world class portfolio managers to manage your investments, while we work with you on your individualized planning needs. You will always be our top priority. Decades of delivered results and client success have proven that this approach continues to be the best path forward for our clients and their families.

We work hand-in-hand with you to set you up to comfortably achieve your long-term financial goals, without having to worry about the day-to-day, technical stuff. You don’t need to be worrying about how the DOW performed today – you have more important things to worry about. It’s our job to resolve any anxiety you may feel as markets and economies fluctuate and shift with oversight and assurance. We are here to provide perspective, and keep you and your plan on track.

Once a plan is in place, you can rely on us to do what it takes to get the desired results – we’re passionate and relentless when it comes to executing complete wealth management. When you walk out of our office with peace of mind, and feel well taken care by our team, we know we’ve done our job well.