Welcome to SciVest

Private Wealth Partners.

Institutional Quality Investment Management for Professional Referral Partners.

SciVest Private Wealth Partners provides institutional quality portfolio management so you can focus on relationships, planning, and growing your practice. A partnership built on trust, transparency, and a shared commitment to your clients' long-term success.

Disciplined Investing

Every portfolio begins with a clear investment rationale. Our strategies span quantitative and judgment-driven approaches, shaped by two decades of wealth management experience.

Strategic Asset-Allocation

A 10-year forecasting framework drives the asset mix across global equities and fixed income, updated as conditions evolve.

Risk-Managed Construction

Position sizing, sector constraints, and turnover rules are baked into every portfolio — not an afterthought, but the foundation.

Where Institutional Precision Meets Private Wealth.

SciVest Private Wealth Partners brings institutional-calibre portfolio management without the institutional distance. We partner with accountants, planners, and other trusted professionals to deliver sophisticated, research-driven investment solutions to their clients in order to reduce risk and maximize wealth. While you remain focused on relationships and planning, we provide the portfolio expertise behind every SciVest strategy.

John J. Schmitz, PhD, CFA

Portfolio Manager, Founder & CEO

John has been a senior executive professionally managing global equity investment portfolios for over 25 years, and prior to that he acted as a consultant to investment management firms and funds. John specializes in portfolio management of global equities and equity derivatives leveraging both advanced quantitative and traditional fundamental methods. He is also considered an expert in asset allocation and portfolio formation.

John is currently an adjunct Associate Professor (part-time) of Portfolio Management teaching in the MBA and MFE graduate programs at Western University, and for years he was an adjunct Professor of Investments at the Rotman School of Management at the University of Toronto. John holds a BESc (Mech Eng), a BA (Econ), a DHS (Econ) and a PhD (Finance) from Western University, a MA (Econ) from the University of Toronto. He also holds the Chartered Financial Analyst (CFA) designation.

Our 14 Investment Beliefs & Philosophies

With decades of academic and practitioner research, as well as extensive live portfolio management experience, SciVest has developed a comprehensive set of 14 investment principles to manage our clients’ portfolios.