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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Omell Financial Group

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  • Who We Serve
    • Professional Corporations
    • Business Owners
    • Families
    • APEGA
  • Our Team
    • Who We Are
    • Our Qualifications
  • Our Solutions
    • Our Process
    • First Meeting Preview
    • Financial Planning
    • Wealth Management
    • Accountability Package
  • Blog
  • Contact Us
 

Business Owners

Business Owners

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The Omell Financial Group is dedicated to providing a wealth of in-depth advice for your business based off the dynamic environment in which you operate. We work with Construction Companies, Home Builders, Consultants, Oil Field Service Companies, and more.

 

We are here to not only help plan your financial future, but your business’s financial future as well. We can readily help business owners with 3-100 employees; Whether your looking to protect your business from the unexpected, grown your business, acquire another business, or sell your business. We have a wealth of resources that can help take you from point A to point B.


We first met Ron and Penny Omell in the early 1990s while living in the Yukon. We had fairly limited financial resources but were rich with the raw enthusiasm of new business owners. Looking back at this early period, the concept of financial planning for the future was a virtual impossibility. As hands on owners our future was literally building the company day by day. Fortunately Ron and Penny's expert advice helped us realign our financial planning strategy. The real shock comes as this is being written, the future we planned for back then is almost upon us now!


The Omells' have been part of our lives for many years. As the personal friendship and trust evolved, we found their financial advice was constantly sound and tempered to our life style.

In Ron and Penny we discovered something very special and perhaps less obvious at first - their ever supportive nature and positive attitudes. On several occasions when major personal financial decisions had to be made, simply having them in the background provided us with a degree of confidence and security to move ahead.

~ Valued Client

Our 3-step process showing how we can improve your retirement success, lower your tax bill, and instill clarity around your future.

 

Step. 1: Schedule a 20 minute call with our team to help you get clarity around your future and see if we are a right fit for you.  

Click the link below and send us a message. Once you have sent us a message, we will schedule a time that works best for you.

 

Schedule a Clarity Call

 

Step. 2: We will provide you with a sample comprehensive wealth plan, a summary of our 12 services and a fee audit, to help you understand what you are paying for and what you are getting for the dollars you pay.

 

Step. 3: Have a conversation to help you get clarity around all of your goals and plans mapped out on paper, regardless if we work together or not.

Call us today to get a deeper sense of clarity on paper and get your questions answered. 

           

Schedule a Clarity Call

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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.