Kevin Schmidt, Bba, Cfp, Cim
About Kevin Schmidt, Bba, Cfp, Cim
Kevin Schmidt is a Senior Financial Planner at CIBC in West Kelowna, British Columbia, specializing in managing financial portfolios for high net worth clients and providing comprehensive retirement planning services.
Title and Current Role
Kevin Schmidt holds the position of Senior Financial Planner at CIBC. He has been in this role since 2019, operating out of West Kelowna, British Columbia, Canada. His responsibilities include managing financial portfolios, specializing in high net worth clients, and providing comprehensive retirement planning services.
Previous Roles at CIBC
Prior to his current role, Kevin Schmidt served in several capacities at CIBC. From 2015 to 2019, he was a Senior Financial Advisor in Westbank, British Columbia. Before that, he worked as a Financial Advisor from 2013 to 2015 in Kelowna, British Columbia. His career at CIBC began in 2009 when he started as a Personal Banker in Vernon, British Columbia, a position he held for four years.
Education and Certifications
Kevin Schmidt obtained his Bachelor of Business Administration (BBA) in Finance from Okanagan College, where he studied from 2004 to 2008. In addition to his academic qualifications, he holds advanced certifications including Certified Financial Planner (CFP) and Chartered Investment Manager (CIM). These credentials validate his competence in comprehensive financial planning and investment management.
Specialized Expertise
Kevin Schmidt is recognized for his specialized expertise in managing financial portfolios specifically tailored for high net worth clients. His skill set includes advanced cash management strategies and providing personalized mortgage solutions. His services are meticulously designed to meet the unique needs of affluent individuals.