Have Questions? + 604.514.3347
Have Questions? + 604.514.3347


Erik Schmidt, Managing Partner

With a Bachelor Degree in Finance, Certified Financial Planner designation, and 15+ years of experience working with businesses of all sizes, Erik is uniquely qualified to deliver the highest level of advice in Group Benefits and complex Financial and Estate Planning. As an owner himself, Erik understands the challenges and opportunities that business owners face and takes pride in finding unique solutions to meet your ever changing needs. In his spare time, Erik enjoys Snowboarding, Surfing, Wake Boarding, Fishing, Traveling, and most of all, spending time with his wife and three sons.

Surfing Fanatic

Proud Father of 3

Amateur Kite Boarder

Travel Buff


Board of Trade Volunteer