Judy Somerville, CFP
Tel:
(613) 783-4633Email:
judy.somerville@cibc.caJudy's focus is on comprehensive solutions for the financial and investment needs of business owners, foundations, corporate executives and high net worth clients. Judy has a B.Sc. in Biology from the University of Guelph, holds a Certified Financial Planner designation and is licensed by the Financial Services Commission of Ontario as a Level II Life Insurance Agent. Having started her career in the financial industry in 1986, Judy brings over 30 years of experience to the role, and works with a group of trusted, highly qualified individuals.
Judy Somerville, CFP
Investment Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.Judy's focus is on comprehensive solutions for the financial and investment needs of business owners, foundations, corporate executives and high net worth clients. Judy has a B.Sc. in Biology from the University of Guelph, holds a Certified Financial Planner designation and is licensed by the Financial Services Commission of Ontario as a Level II Life Insurance Agent. Having started her career in the financial industry in 1986, Judy brings over 30 years of experience to the role, and works with a group of trusted, highly qualified individuals.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
François Asselin, CFP
François has been advising high net worth individuals, wealthy families and business owners, for over 25 years. As an experienced accredited professional, François specializes in working with clients to create a holistic, personalized wealth plan and can also work with your accountant and lawyer. As part of his ongoing step by step consultative process, François helps clients with vital planning elements such as wealth and business succession, retirement, tax planning, trust, estate and legacy planning, planning for the disabled, as well as charitable giving.
François Asselin, CFP
Financial Planning Specialist
François has been advising high net worth individuals, wealthy families and business owners, for over 25 years. As an experienced accredited professional, François specializes in working with clients to create a holistic, personalized wealth plan and can also work with your accountant and lawyer. As part of his ongoing step by step consultative process, François helps clients with vital planning elements such as wealth and business succession, retirement, tax planning, trust, estate and legacy planning, planning for the disabled, as well as charitable giving.