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.
Landon Bucholz, B.Comm., CA, CFA
Associate Investment Advisor
Landon joined the Hummel Financial Group in 2018 from Deloitte & Touche LLP, where he worked in the Assurance and Advisory Group. Landon worked with large and mid-sized private corporations in a broad range of industries; Oil & Gas, Food Manufacturing, Construction, Banking, and Financial Services.
Landon earned his B.Comm in 2014 from the University of Alberta, and obtained his Chartered Professional Accounting Designation in 2017. He successfully completed the Chartered Financial Analyst (CFA) Program and earned his Charter in 2021.
Landon assists Brad in preparing portfolio reviews, financial plans, and economic analysis for our clients. Landon uses his accounting and tax background to provide comprehensive equity analysis and detailed estate planning solutions. Landon takes pride in providing exceptional service to each client.
Angela has over 25 years of experience in the investment industry and joined CIBC Wood Gundy in 2014. Angela graduated with a Bachelor of Management Degree from the University of Lethbridge and holds the Chartered Investment Management (CIM) designation. Angela brings tremendous knowledge and experience from all areas of our business, including personal banking and extensive trading knowledge. She has significant experience working with high net worth individuals and families to develop comprehensive Wealth Management Plans.
Leanne Belbin, BA
Leanne has over 30 years of experience in client relations working in both private and public sectors. She graduated with a Bachelor of Arts degree from the University of Alberta and is a registered professional with the Canadian Investment Regulatory Organization.
Leanne is the organizational and administrative support for the team. She accommodates all client requests ranging from individual account queries to regular monthly fund transfer needs. Leanne works in conjunction with the rest of the Team to help provide a superior level of service to clients. She is responsible for administrative duties and client care.
We partner with CIBC experts to help address all of your wealth needs.
Eric Schenstead, CFP, CLU, TEP
Estate Planning Specialist
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.