Meet our Wealth Management Team
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Rob Schmidt
Qualificiations: CFP®, FMA, ACUIC, RIS Specialized areas of expertise: Retirement cash flow and tax strategies, well-balanced portfolios, simplifying the complexities of investments and financial matters BioRob was drawn to investing long ago and has built a career in which he develops meaningful relationships with clients through helping them to understand and grow their wealth. Currently a member of the Responsible Investment Association (RIA), Rob’s approach is to keep things clear and uncomplicated while making sure his clients understand what they own so they can be invested both financially and intellectually. Rob has been working within credit unions since 1980 and with the TCU Wealth Management team since 2006. Rob appreciates the credit union perspective that investment decisions are focused on members’ well-being and always makes sure his clients' needs come first. Outside of office hours, Rob enjoys woodworking, photography, doing yard work on his acreage, and taking road trips in his convertible.
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. |
