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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Kimpel and Schmidt Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Tom Kimpel

Tom Kimpel

Wealth Planner

Shelley Schmidt

Shelley Schmidt

Wealth Planner

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • The Kimpel and Schmidt Group prioritizes exceptional, personalized service, treating every client as an individual with distinct goals and needs. By building trust and nurturing meaningful relationships, they ensure clients feel valued and supported at all times. Their client-first philosophy guides every decision, with tailored strategies designed to deliver impactful outcomes and long-term financial success.

  • Honesty, transparency, and ethical practices are the foundation of The Kimpel and Schmidt Group. Their team is dedicated to providing clear, unbiased advice and maintaining open communication throughout the financial planning process. By always placing the client’s best interests at the forefront, they foster trusted partnerships that inspire confidence and stand the test of time.

  • At The Kimpel and Schmidt Group, continuous learning and expertise drive their work. The team stays current with industry trends to provide insightful, forward-looking guidance. By delivering up-to-date strategies and emphasizing financial education, they empower clients to make informed decisions with clarity. This commitment to knowledge builds confidence, enabling clients to pursue their financial goals with assurance and long-term stability.

Supporting our community

At The Kimpel Schmidt Group, we are passionate about supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning by providing essential resources and opportunities for both students and educators. This reflects our dedication to fostering brighter futures and ensuring every child has access to quality education and the tools they need to succeed.

Improving pediatric health outcomes is a key focus for us at The Kimpel Schmidt Group. By contributing to SickKids, we proudly support groundbreaking research and innovative care that benefit children and families across Canada. Our involvement underscores our commitment to advancing healthcare and helping create a healthier future for the next generation.

At The Kimpel Schmidt Group, we believe in the importance of cultural understanding and reconciliation. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to fostering inclusivity and building stronger connections between Indigenous and non-Indigenous communities. Our involvement reflects our dedication to creating a more compassionate, unified, and understanding society for generations to come.

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Optimize Global Asset Management Inc. (operating as "Optimize Asset Management" or "Optimize") is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as "Optimize Wealth Management") is a member of the Canadian Investment Regulatory Organization ("CIRO") and the Canadian Investor Protection Fund ("CIPF"). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize's Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., its subsidiaries and affiliates.