Member Listing Certified Financial Planner, Theo Schmidt

Theo Schmidt
Certified Financial Planner
#301-4420 Chatterton Way, Victoria V8X5J2
Phone: 250475-6050, Fax: (250) 475-6052

www.meritage.ca

HELLO AND WELCOME!

Take your time and get the information you need (see below) :

GENERAL FACTS AND BACKGROUND

FINANCIAL PLANNING / INVESTMENT ADVICE

BUSINESS CONSULTING

SERVICES IN REGARDS TO GERMANy / EUROPE

What do you do when you have more than 3o years of in-depth experience in various businesses and in wealth creation and wealth management?
You become a PROFESSIONAL ADVISOR sharing knowledge and skills with clients who
- like to achieve things on a high level of excellence
- value first quality, integrity and trust relationships.

Since 1970 I have worked in executive positions and consulting assignments - gathering experience in business management, business development, investment / portfolio management and comprehensive financial planning. This background truly enables me to look at the \"whole picture\" and to provide my clients with options that fit their needs and with ideas and solutions that are beneficial beyond average.


FINANCIAL PLANNING
INVESTMENT ADVICE

In the planning process I assist you with working out your over-all financial blueprint and with mapping out single steps and your options. This encompasses assets and incomes from personal sources or business activities. We also look at other relevant issues like taxation, hidden liabilities, future developments, etc.
The planning usually leads to hands-on guidance and research regarding FINANCIAL PRODUCTS AND CONCEPTS available in the market place. Mutual Funds and other investment vehicles are being checked and evaluated on an ongoing basis. Based on that I can offer a very skilled and active approach to portfolio conception using strategic and tactical asset allocation. Diversified wealth concepts can also include real estate properties, direct business interest and trust arrangenments.