Based in Edmonton, Brad Hummel is a Portfolio Manager with CIBC Wood Gundy.
With over 25 years of wealth management experience, Brad is a trusted and well respected advisor to wealthy families and individuals across Canada. Brad is committed to providing exceptional client service and lifelong financial and investment guidance to his valued clients.
Brad holds a Bachelor of Commerce (Finance) from the University of Alberta, as well as the Professional Financial Planning and Chartered Investment Manager designations. Throughout his career Brad has been recognized for his disciplined and conservative approach to portfolio management. He has had several opportunities to speak at national investment conferences, and consulted with some of the world’s largest investment firms on product development.
Brad is active in the Edmonton community. He has served on the MacEwan University Investment Committee, along with several other committees and boards, as a financial expert and volunteer.
In his leisure time Brad enjoys travel, golf, lake life and water sports, coaching children’s sports and spending time with his four children and wife of 25 years.
Landon Bucholz, CA, CFA, B.Comm.
Associate Investment Advisor
Landon joined the Hummel Financial Group in 2018 from Deloitte & Touche LLP, where he worked in the Assurance and Advisory Group. Landon worked with large and mid-sized private corporations in a broad range of industries; Oil & Gas, Food Manufacturing, Construction, Banking, and Financial Services.
Landon earned his B.Comm in 2014 from the University of Alberta, and obtained his Chartered Professional Accounting Designation in 2017. He successfully completed the Chartered Financial Analyst (CFA) Program and earned his Charter in 2021.
Landon assists Brad in preparing portfolio reviews, financial plans, and economic analysis for our clients. Landon’s uses his accounting and tax background to provide comprehensive equity analysis and detailed estate planning solutions. Landon takes prides in providing exceptional service to each client.
Janet has over 30 years of experience in the investment industry, and joined the Hummel Advisory Group in 2009. Janet is responsible for executing all trades and managing all client service efforts. Janet also assists Brad in preparing portfolio reviews, and communicating recommendations to our clients. Janet prides herself in providing exceptional service to each of our clients.
Rita has over 8 years of experience in the investment industry, and joined the Hummel Advisory Group in 2013. Rita completed her Diploma in Adult Education from the University of Alberta in 1991, and has over 20 years experience in the administrative and client service areas in other industries. Rita is responsible for handling account documentation and other administrative needs of our clients. Rita is dedicated to providing prompt and accurate execution of our clients daily service needs.
Angela has over 20 years of experience in the investment industry and joined CIBC Wood Gundy in 2014. Angela graduated with a Bachelor of Management Degree from the University of Lethbridge and is currently working towards her Chartered Investment Manager (CIM) designation. Angela brings tremendous knowledge and experience from all areas of our business, including personal banking and extensive trading knowledge. She has significant experience working with high net worth individuals and families to develop comprehensive Wealth Management Plans.
In her spare time, Angela and her husband enjoy time with their family, they are avid runners and love traveling.
We partner with CIBC experts to help address all of your wealth needs.
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”.
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.