We are the preferred partner for financial advisory services to all APEGA members, former members, students, and staff. As an APEGA member you receive preferred pricing on the financial planning services we have to offer.
We offer you peace of mind and confidence in your financial future by providing personalized, relationship-based solutions that seamlessly integrate your life with your unique investment needs. Our purpose is to help turn your vision into reality.
We understand that everyone has unique financial situations, just like their lives. We go through a comprehensive meeting with each of our prospective clients to better understand each of them.
Please complete the following three quick documents to begin your Total Financial Plan:
1. Total Financial Plan Documents [Three versions for three areas of Focus]
2. Life Assessment
3. Complete Risk Assessment [Short and Long versions]
1. Total Financial Plan Documents – Part 1 – Financial Planning
By completing the attached information we will have a comprehensive overview of your current financial and life circumstances. Learn More
Total Financial Plan Documents – Part 2 – Estate Planning
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Total Financial Plan Documents – Part 3 – Business Owners & Farmers
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2. Your Life Assessment Inventory
Download and send your completed survey to us at theomell.financialgroup@cibc.ca Please submit your name and email address for us to correspond with you about this confidential analysis. Learn More
Your Short Form Risk Analysis
Download and send your completed survey to us at theomell.financialgroup@cibc.ca. Please submit your name and email address for us to correspond with you about this confidential analysis. Learn More
3. Complete Risk Assessment Questionnaire
Download and send your completed survey to us at theomell.financialgroup@cibc.ca. Please submit your name and email address for us to correspond with you about this confidential analysis. Learn More
