Penny Omell, CIMA, FCSI, CIM, PFP
Senior Wealth Advisor
Penny joined CIBC Wood Gundy in May 1994 and is an Investment Advisor with The Omell Financial Group. Before that time, Penny taught Physical Therapy at the University of Alberta while serving as President of the Alberta College. From 1990 to 1994, she owned a private physical therapy practice and gained deep insight into the complexities of clients' lives and unique situations. Penny brings her past experience as a private business owner to oversee the various team functions. She is a team specialist for your Financial Vision and aligning your wealth to meet your goals. Penny is currently on the board of the Alberta Real Estate Foundation.
Penny is dedicated to participating in her community. She has recently completed a term as Chair of the Edmonton Community Foundation and Chair of its investment committee. She is past chair of the Board of Directors of the Edmonton Downtown Business Association.
Ronald Omell, CIMA, FCSI, CIM, B.B.Admin
Senior Wealth Advisor
Since joining CIBC Wood Gundy in January 1980, Ron has concentrated on building and maintaining meaningful relationships with all our clients. His passion for education, history, economics, politics, and current events allows Ron to help his clients make well-informed investment decisions with great confidence.
By understanding market and economic fluctuations, Ron offers clients and is a team specialist in "big picture" approach to the Dynamic Wealth Architecture process. He also provides the team with ongoing investment strategies and tactics to integrate into clients' financial plans.
Since joining The Omell Financial Group in 2017, Eliot has brought his unique entrepreneurial spirit and perspective to the practice by expanding our service offerings, optimizing processes, and fostering client engagement through building your Financial Vision.
Utilizing the exhaustive suite of solutions encompassed by Dynamic Wealth Architecture, Eliot is passionate about finding personalized solutions to complex problems and is your Financial Visioning specialist. Working alongside Penny to craft your financial vision, Eliot will help you set, track, and achieve your financial goals.
Graduating from Grant MacEwan University in 2014 with a Bachelor of Commerce degree, he is a Certified Financial Planner (CFP™) and is working towards completion of his Chartered Investment Manager (CIM™) designation.
When he isn’t in the office Eliot can usually be found walking his dog throughout the river valley, playing a game of squash, or hiking through the Rocky Mountains.
Since joining The Omell Financial Group in 2022, Mitchell is working toward becoming licensed as an Investment Representative. He is actively participating in financial markets and has been for more than five years. During this time, he has adapted to utilize various financial instruments to optimize his portfolio allocations.
Mitchell graduated from the University of Alberta in 2021 with a BA in Economics. During this time he played on the Golden Bear varsity golf team, where he received the Academic All-Canadian Award, and practiced financial modeling as a member of the Alberta Quant Club.
Mitchell’s passion for financial markets is complemented by the fulfillment he gains from connecting with and helping people achieve their goals.
During his spare time, you can find him on the golf course, adventuring in the mountains, walking his dog, or spending time with friends and family.
Rola graduated with a Medical Administration Diploma in 2008 and has been working in the administration field for over 10 years now. She joined The Omell Financial Group, CIBC Wood Gundy, just recently in 2021 and really enjoys being part of an amazing team. Rola assists Eliot with client briefings, scheduling appointments and relaying information between clients and the Omell Team.
We partner with CIBC experts to help address all of your wealth needs.
Senior Trust and Estate Consultantcaroline.firstname.lastname@example.org
As a CIBC Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind.
We offer services as a professional executor, power of attorney for property or trustee. We can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. We have the expertise to execute or assist others to execute that role effectively and efficiently.
John Rovansek, B.Admin, PFP
Financial Planning Specialist
John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.
Eric Schenstead, CFP, CLU, TEP
Estate Planning Specialist
Eric and his team are pleased to support CIBC’s high net worth clients with attaining their Estate Planning objectives. They bring a wealth of experience, utilizing advanced estate planning strategies and life insurance products, which are applied in uniquely effective ways that support our client’s aims and hopes. The team focuses on our client’s objectives, first defining the purpose for the plan, and then providing solutions and options through a process we describe as “Purpose Driven Planning ~ 1:1”.