Hummel Advisory Group

BUILDING BETTER PORTFOLIOS

NAVIGATING YOUR FINANCIAL FUTURE WITH CONFIDENCE

At the Hummel Financial Group, we are dedicated to providing our clients with a solid framework for investment success. With a commitment to diligence and discipline, we maintain proper investment allocations regardless of the market environment. Our clients trust in our steadfast guidance, knowing that we are unwavering in our pursuit of helping them achieve their long-term financial and lifestyle aspirations.

Our investment strategy is grounded in empirical research. By analyzing historical performance, we understand that a well-constructed portfolio comprising diversified index investments offers the highest probability of long-term success. This conviction drives our approach to building and managing portfolios, underpinning our belief in delivering consistent, enduring results for our clients.

At Hummel Financial Group, we understand that each client's financial journey is unique. That's why we take the time to personalize our strategies to align with individual goals, risk tolerance, and time horizon. Whether you're planning for retirement, saving for education, or seeking to preserve and grow your wealth, we are here to guide you every step of the way.

WHAT YOU CAN EXPECT FROM US

Tailored Solutions: We craft personalized investment strategies designed to meet your specific needs and objectives.
Transparent Communication: We believe in open and honest communication, providing clarity and understanding throughout our partnership.
Proactive Management: Our team continuously monitors and adjusts your portfolio to adapt to changing market conditions and life events.
Long-Term Perspective: We focus on the big picture, helping you navigate short-term fluctuations with a steadfast commitment to your long-term financial success.

Experience the difference of working with a trusted partner committed to building better portfolios for your future. Contact us today to begin your journey toward financial confidence and security with Hummel Financial Group.

Brad Hummel, B.Comm., CIM

Portfolio Manager

(780) 498-5087

brad.hummel@cibc.ca

Based in Edmonton, Brad Hummel is a Portfolio Manager with CIBC Wood Gundy.

With over 30 years of wealth management experience, Brad is a trusted and well respected advisor to wealthy families and individuals across Canada. Brad is committed to providing exceptional client service and lifelong financial and investment guidance to his valued clients.

Brad holds a Bachelor of Commerce (Finance) from the University of Alberta, as well as the Professional Financial Planning and Chartered Investment Manager designations. Throughout his career Brad has been recognized for his disciplined and conservative approach to portfolio management. He has had several opportunities to speak at national investment conferences, and consulted with some of the world’s largest investment firms on product development.

Brad is active in the Edmonton community. He has served on the MacEwan University Investment Committee, along with several other committees and boards, as a financial expert and volunteer.

In his leisure time Brad enjoys travel, golf, lake life and water sports, coaching children’s sports and spending time with his four children and wife of 30 years.