Meet our Wealth Management Team

Rob Schmidt
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

Bio

Rob 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.


Regina Quance Office
2615 E Quance Street
Regina, SK S4V 3B7
PHONE 306-546-1040
EMAIL rschmidt@tcuwm.sk.ca

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