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Judy Somerville

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Judy Somerville

Judy Somerville, CFP

Investment Advisor

(613) 783-4633
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judy.somerville@cibc.ca
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Judy's focus is on comprehensive solutions for the financial and investment needs of business owners, foundations, corporate executives and high net worth clients. Judy has a B.Sc. in Biology from the University of Guelph, holds a Certified Financial Planner designation and is licensed by the Financial Services Commission of Ontario as a Level II Life Insurance Agent. Having started her career in the financial industry in 1986, Judy brings over 30 years of experience to the role, and works with a group of trusted, highly qualified individuals.

Judy Somerville

Judy Somerville, CFP

Investment Advisor

(613) 783-4633
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judy.somerville@cibc.ca
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Judy's focus is on comprehensive solutions for the financial and investment needs of business owners, foundations, corporate executives and high net worth clients. Judy has a B.Sc. in Biology from the University of Guelph, holds a Certified Financial Planner designation and is licensed by the Financial Services Commission of Ontario as a Level II Life Insurance Agent. Having started her career in the financial industry in 1986, Judy brings over 30 years of experience to the role, and works with a group of trusted, highly qualified individuals.

Rajwinder Kaur

Administrative Assistant

(613) 783-7348
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rajwinder.kaur2@cibc.com
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As an Investment Advisor, I believe it is important to understand my clients' values, dreams and goals and to provide them with the financial stewardship to help realize them.

The financial solutions I provide are personally tailored to you and always firmly grounded in prudent financial advice. I start by understanding the financial goals of my clients, whether in terms of cash and credit management, investments or planning, and develop services customized to their unique needs. My approach to investment management is to ensure your portfolio is well diversified and has exposure to a broad range of asset classes, delivering solid investment returns while minimizing volatility.

I am experienced and trustworthy and will act in your best interest, providing you with confidence and peace of mind. You can enjoy the comfort of knowing your investments are being professionally managed to optimize capital preservation and portfolio growth. I am committed to delivering solid investment returns with minimum volatility using the right balance between safeguarding wealth and prudently increasing it.

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Access specialized expertise to structure, preserve and optimize your wealth.

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Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Product and services

CIBC offers a wide range of products and services aimed to help you reach your financial goals. Find out more about what we offer here.

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Our Team

 
Judy Somerville

Judy Somerville, CFP

Investment Advisor
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Rajwinder Kaur

Administrative Assistant
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Contact us

Address

Judy Somerville Address
150 Elgin Street
Suite 2100
Ottawa, ON K2P 1L4
Telephone number: (613) 783-4633
Toll-free: 1 (800) 267-9345
Fax: (613) 239-2917

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.