- Theo U. Schmidt
- Financial Advisor
#301-4420 Chatterton Way
Victoria, BC V8Z 5J2
P. (250) 704-8809
I am a seasoned independent Certified Financial Planner providing advice and guidance to families and businesses since 1972. My focus is on:
- Comprehensive & holistic approach
- Superior personal service, integrity and confidentiality
- “Real” help in emotionally and financially difficult times
I know about the many challenges evolving from separation and divorce and the impact on existing as well as on future financial arrangements.
Supporting the collaborative approach I assist clients in developing fair and feasible agreements in regards to division of capital assets, properties and business interests and in regards to income provisions.
I help uncover all current and future needs, check up on tax implications and the long-term impact of financial agreements. It is also important to eliminate imbalances and pay attention to the background and framework clients are dealing with. Together we look at available options and scenarios “down the road” and find solutions clients will feel comfortable with.
Canadian Securities Course
Professional Financial Planning
CFL – Interdisciplinary Collaborative Practice
Certified Banker (Germany)
Certified Financial Planner (CFP)
Financial Management Advisor (FMA)
Year Began Professional Practice
Relevant Community Service
Camosun College – Financial Planning term instructor
German Business Network – Secretary/Treasurer
Relevant Professional Involvements
Victoria Collaborative Family Law Group