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Thomas Schmidt is listed as Branch Manager at Investia Financial Services Inc. at Investia Services Financiers Inc. / Investia Financial Services Inc., a company with 512 employees, based in Ottawa, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Thomas Schmidt.
Thomas Schmidt previously worked as Branch Manager at Investia Services Financiers Inc. / Investia Financial Services Inc. and Financial Advisor at Investia Services Financiers Inc. / Investia Financial Services Inc.. Thomas Schmidt holds Bachelor Of Commerce, Accounting from Athabasca University.
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I have built a solid reputation of providing the highest level of financial planning expertise to my growing client base.My extensive background in the service industry has helped me in building strong working relationships with my clients. I have earned their trust and confidence with my financial planning approach and the integrated wealth management solutions I have provided. My service priorities are:1. Providing sustainable retirement income streams.2. Protecting you from Taxes3. Simplifying your financial affairs.Specialties: I provide wealth management services that assist clients to reduce taxes, reduce the fear of financial loss, and retire comfortably.
Listed skills include Strategic Financial Planning, Wealth Management, Mutual Funds, Management, and 27 others.
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Kanata Branch
As Branch Manager I’m responsible for the compliance operations of the branch.Daily trade supervision, review of wire orders and electronic fund transfers, reconciliation of bank deposits, monitoring of financial and non-financial account activities and generating daily/monthly compliance reports using Univeris are part of providing exceptional service.In.
Kanata, Ontario
Thomas, what do you do for your clients?My primary focus is on providing wealth management solutions that create and preserve my clients’ wealth. Additionally, I look at tax strategies to minimize a families’ overall tax burden. I provide insurance solutions and complete income tax returns for my clients.How do you differentiate yourself from your.
Driven to simplify your experience with financial services!
Essential team member in effectively transitioning and integrating Sandman installation procedures and functions into Embla’s corporate structure, achieving full product integration.Worked on over 40 new installations and upgrades, successfully coordinating schedules, resources and logistics to ensure the completion of 35 installations during the first.
Proven ability to design effective strategies, manage resources, and streamline processes to increase productivity and quality.Maintained Installation and Training schedule, managed resources, logistics and technical specifications to ensure timely Sandman Sleep Diagnostics System installations.Managed daily backorder report and ensured fulfillment with.
Ensured the effective processing of over 300 yearly customer sales for both Sandman and Clinivision, including scheduling of shipments and on-site installations.Provided leadership to the Installation Coordination and Logistics team.Trained new direct reports and Sleep Business Managers on post sales procedures.Prepared and delivered performance.
Extensive experience installing, analyzing and troubleshooting computer software, relational database management systems, computer networks, and electronic circuitry.Led on-site installation projects for Clinivision Hospital Database Management Software and Sandman Sleep Diagnostic Systems.Installed and analyzed Database and Network Systems.Designed and.
Solid understanding of hardware and software design methodologies and the whole product development cycleLed a student project team to convert an existing ISA based data acquisition card to be Compact PCI bus compatible, ensuring the timely completion of software and hardware designs, which resulted in a fully operational prototype.Performed real time.
Other employees you can reach at investia.ca. View company contacts for 512 employees →
Brian Lavoie, Cfa®, Cfp®
Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.
Richmond Hill, Ontario, Canada, Canada
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Garry Toy
Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.
Calgary, Alberta, Canada, Canada
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Pascal S. Roy
Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.
Saint-Bruno, Quebec, Canada, Canada
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Dino Ferrera
Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.
Guelph, Ontario, Canada, Canada
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Olivier Lapierre
Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.
Canada, Canada
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Alexa Figliano
Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.
Bolton, Ontario, Canada, Canada
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Jean-Yves Monfet
Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.
Capitale-Nationale, Quebec, Canada, Canada
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Loide Cilardi
Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.
Greater Toronto Area, Canada, Canada
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Nicole Lavigne
Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.
Rosemere, Quebec, Canada, Canada
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Katiuscia Helena Leao
Colleague at Investia Services Financiers Inc. / Investia Financial Services Inc.
Capitale-Nationale, Quebec, Canada, Canada
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Financial Planning Examination - Level 1 - complete
2013-Capstone Course for CFP Certification(in progress), 2013-Financial Planning Supplement, 2012-Financial Planning for Wealth Managers.
2012 - Branch Managers Course, 2010 - Labour Sponsored Investment Funds Course
Life Insurance Agent - Ontario License
Systematic progression through Federal and Provincial (Ontario) tax theory and complex tax situations.
Quick answers generated from the profile data available on this page.
Thomas Schmidt works for Investia Services Financiers Inc. / Investia Financial Services Inc..
Thomas Schmidt is listed as Branch Manager at Investia Financial Services Inc. at Investia Services Financiers Inc. / Investia Financial Services Inc..
Thomas Schmidt is based in Ottawa, Ontario, Canada while working with Investia Services Financiers Inc. / Investia Financial Services Inc..
Thomas Schmidt has worked for Investia Services Financiers Inc. / Investia Financial Services Inc., Panorama Wealth Management, Embla, Covidien, and Sander Geophysics Ltd..
Thomas Schmidt's colleagues at Investia Services Financiers Inc. / Investia Financial Services Inc. include Brian Lavoie, Cfa®, Cfp®, Garry Toy, Pascal S. Roy, Dino Ferrera, and Olivier Lapierre.
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Thomas Schmidt holds Bachelor Of Commerce, Accounting from Athabasca University.
Thomas Schmidt is listed with skills including Strategic Financial Planning, Wealth Management, Mutual Funds, Management, Investments, Financial Planning, Retirement, and Insurance.
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