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

Hummel Financial Group

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    • Our philosophy
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Our team

Address 10180-101 Street Suite 1800 Edmonton AB, T5J 3S4
Telephone Number (780) 498-5087
Email Email us
Email Email
Telephone Number Tel

About Our Team

Brad Hummel

Brad Hummel, B.Comm., CIM

Portfolio Manager
(780) 498-5087
Opens in your telephone provided application.
brad.hummel@cibc.ca
Opens in your email provided application.
Opens in a new tab.

Based in Edmonton, Brad Hummel is a Portfolio Manager with CIBC Wood Gundy.

 

With over 30 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 30 years.

 

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Brad Hummel

Brad Hummel, B.Comm., CIM

Portfolio Manager

Tel:

(780) 498-5087

Email:

brad.hummel@cibc.ca

Based in Edmonton, Brad Hummel is a Portfolio Manager with CIBC Wood Gundy.

 

With over 30 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 30 years.

Landon Bucholz

Landon Bucholz, B.Comm., CA, CFA

Associate Investment Advisor

Tel:

(780) 429-8941

Email:

landon.bucholz@cibc.ca

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 uses his accounting and tax background to provide comprehensive equity analysis and detailed estate planning solutions. Landon takes pride in providing exceptional service to each client.

Angela Vass

Angela Vass, B.Mgt, CIM®

Associate Investment Advisor

Tel:

(780) 429-8991

Email:

angela.vass@cibc.com

Angela has over 25 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 holds the Chartered Investment Management (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.

 

 

headshot

Leanne Belbin, BA

Client Associate

Email:

leanne.belbin@cibc.com

Leanne has over 30 years of experience in client relations working in both private and public sectors.  She graduated with a Bachelor of Arts degree from the University of Alberta and is registered with the Canadian Investment Regulatory Organization.  

 

Leanne is the organizational and administrative support for the team. She accommodates all client requests ranging from individual account queries to regular monthly fund transfer needs. Leanne works in conjunction with the rest of the Team to help provide a superior level of service to clients. She is responsible for administrative duties and client care. 

Rita Huang

Rita Huang, B.Comm.

Client Associate

Tel:

(780) 498-5038

Email:

rita.huang@cibc.com

Rita is our dynamic team member at Hummel Financial Group. Rita is a recent graduate form the University of Alberta, holding a Bachelor of Commerce degree with a major in Finance, a minor in Marketing, and a real estate certificate. 

 

During her undergraduate years, Rita gained valuable experience through internships in finance, accounting, and marketing. Now, she brings her versatile skill set to support various aspects of our operation. 

 

Rita is involved in a wide range of activities, from preparing portfolio reviews and trading to handling administrative tasks such as fulfilling client requests and facilitating fund transfers. She ensures a seamless experience for our clients with her dedication and diverse skill set.

Angela Vass

Angela Vass, B.Mgt, CIM®

Associate Investment Advisor
(780) 429-8991
Opens in your telephone provided application.
angela.vass​@cibc.com
Opens in your email provided application. Opens in a new tab.

Angela has over 25 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 holds the Chartered Investment Management (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.

 

 

Leanne Belbin, BA

Client Associate
Opens in your telephone provided application.
leanne.belbin​@cibc.com
Opens in your email provided application. Opens in a new tab.

Leanne has over 30 years of experience in client relations working in both private and public sectors.  She graduated with a Bachelor of Arts degree from the University of Alberta and is registered with the Canadian Investment Regulatory Organization.  

 

Leanne is the organizational and administrative support for the team. She accommodates all client requests ranging from individual account queries to regular monthly fund transfer needs. Leanne works in conjunction with the rest of the Team to help provide a superior level of service to clients. She is responsible for administrative duties and client care. 

Rita Huang

Rita Huang, B.Comm.

Client Associate
(780) 498-5038
Opens in your telephone provided application.
rita.huang​@cibc.com
Opens in your email provided application. Opens in a new tab.

Rita is our dynamic team member at Hummel Financial Group. Rita is a recent graduate form the University of Alberta, holding a Bachelor of Commerce degree with a major in Finance, a minor in Marketing, and a real estate certificate. 

 

During her undergraduate years, Rita gained valuable experience through internships in finance, accounting, and marketing. Now, she brings her versatile skill set to support various aspects of our operation. 

 

Rita is involved in a wide range of activities, from preparing portfolio reviews and trading to handling administrative tasks such as fulfilling client requests and facilitating fund transfers. She ensures a seamless experience for our clients with her dedication and diverse skill set.

Brad Hummel

Brad Hummel, B.Comm., CIM

Portfolio Manager
(780) 498-5087
Opens in your telephone provided application.
brad.hummel​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Based in Edmonton, Brad Hummel is a Portfolio Manager with CIBC Wood Gundy.

 

With over 30 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 30 years.

Landon Bucholz

Landon Bucholz, B.Comm., CA, CFA

Associate Investment Advisor
(780) 429-8941
Opens in your telephone provided application.
landon.bucholz​@cibc.ca
Opens in your email provided application. Opens in a new tab.

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 uses his accounting and tax background to provide comprehensive equity analysis and detailed estate planning solutions. Landon takes pride in providing exceptional service to each client.

Angela Vass

Angela Vass, B.Mgt, CIM®

Associate Investment Advisor
(780) 429-8991
Opens in your telephone provided application.
angela.vass​@cibc.com
Opens in your email provided application. Opens in a new tab.

Angela has over 25 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 holds the Chartered Investment Management (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.

 

 

Leanne Belbin, BA

Client Associate
Opens in your telephone provided application.
leanne.belbin​@cibc.com
Opens in your email provided application. Opens in a new tab.

Leanne has over 30 years of experience in client relations working in both private and public sectors.  She graduated with a Bachelor of Arts degree from the University of Alberta and is registered with the Canadian Investment Regulatory Organization.  

 

Leanne is the organizational and administrative support for the team. She accommodates all client requests ranging from individual account queries to regular monthly fund transfer needs. Leanne works in conjunction with the rest of the Team to help provide a superior level of service to clients. She is responsible for administrative duties and client care. 

Rita Huang

Rita Huang, B.Comm.

Client Associate
(780) 498-5038
Opens in your telephone provided application.
rita.huang​@cibc.com
Opens in your email provided application. Opens in a new tab.

Rita is our dynamic team member at Hummel Financial Group. Rita is a recent graduate form the University of Alberta, holding a Bachelor of Commerce degree with a major in Finance, a minor in Marketing, and a real estate certificate. 

 

During her undergraduate years, Rita gained valuable experience through internships in finance, accounting, and marketing. Now, she brings her versatile skill set to support various aspects of our operation. 

 

Rita is involved in a wide range of activities, from preparing portfolio reviews and trading to handling administrative tasks such as fulfilling client requests and facilitating fund transfers. She ensures a seamless experience for our clients with her dedication and diverse skill set.

Brad Hummel

Brad Hummel, B.Comm., CIM

Portfolio Manager
(780) 498-5087
Opens in your telephone provided application.
brad.hummel​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Based in Edmonton, Brad Hummel is a Portfolio Manager with CIBC Wood Gundy.

 

With over 30 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 30 years.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Eric Shenstead

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”.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

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.

Eric Shenstead

Eric Schenstead, CFP, CLU, TEP

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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”.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

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.

 
 
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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.