Our Process

Email

Tel

The Omell Financial Group focuses on establishing meaningful relationships, which allows our team to achieve optimal results from our proven Financial Visioning Process. In doing so, we create a clear financial picture for your future, instilling a sense of confidence, clarity, and control over your financial affairs now and into the future.

We are accountable for your results, and provide easy-to-follow on track performance records to keep you informed regarding your progression towards your stated goals.

“Ron and Penny Omell have acted as our financial advisors for over 20 years. We have found them to be very capable and always attentive to our requirements. We have no hesitation in recommending them to anyone who may require financial advice. Having been retired for nearly 20 years, we feel that we were fortunate in selecting this group to provide financial services to ourselves in our retirement years.”

~ Valued Clients

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

Schedule a Clarity Call

Rates
FAQ
Agreements
Trademarks & Disclaimers
Privacy & Security
IIROC AdvisorReport
Accessibility at CIBC

Manage Cookie Preferences
Cookie Policy

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.