Accountability Package

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The Omell wealth management process begins with client discovery and the preparation of a financial plan.

Once we have a clear understanding on what is important to you, and we have completed your wealth plan to match, we then provide a three-part accountability package on an ongoing basis.

Your Financial Vision

We work with you to identify what your current and future life goals are. These goals are then incorporated in the wealth plan, to ensure that your financial plan is in alignment.

The Vision document Opens in a new tab / window the PDF The Vision document

Your Wealth Plan

We will create you a custom wealth plan which summarizes your portfolio allocations, portfolio performance, and our last meeting discussion.

Your Wealth Plan Opens in a new tab / window the PDF Your Wealth Plan

Your ONTRACK Report

This report is designed to show you how the value of your financial assets are tracking with your spending plan. The objective of this report is to show you on a on-going basis the longevity of your financial resources, based on your spending rate.

Your ONTRACK Report Opens in a new tab / window the PDF Your ONTRACK Report

Connect with the Team to discuss how The Omell Financial Group can help you.

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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.