Thomas Schmidt

Financial Advisor

Contact: 613-592-2422 ext. 223

Email: thomas@panoramawealth.ca

Thomas Schmidt, Financial Advisor at Investia Financial Services and Founding Partner of Panorama Wealth Management, is a dedicated professional with a history of providing the highest level of service and expertise for his clients.  

With his extensive background in the financial and technical service industry, Thomas has built strong working relationships with both clients and peers. His financial planning approach and integrated wealth management solutions have earned his clients’ confidence and trust. Listening to client objectives and suggesting creative solutions to support their goals is part of his daily routine. Thomas is focused on creating sustainable retirement income streams, decreasing tax liability for clients, and providing perspectives for investment decisions that impact portfolio returns.

Thomas has completed the Canadian Investment Manager (CIM) designation, building the skills required to implement advanced investment strategies. Offering Mutual Funds Services in Quebec, Ontario & British Columbia.

Thomas is an avid soccer player, enjoys practicing for marathons, going on hikes, and planning the next family adventure.