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

The Omell Financial Group

  • Home
  • Who We Serve
    • Professional Corporations
    • Business Owners
    • Families
    • APEGA
  • Our Team
    • Who We Are
    • Our Qualifications
  • Our Solutions
    • Our Process
    • First Meeting Preview
    • Financial Planning
    • Wealth Management
    • Accountability Package
  • Blog
  • Contact Us
 

APEGA

APEGA

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We are the preferred partner for financial advisory services to all APEGA members, former members, students, and staff. As an APEGA member you receive preferred pricing on the financial planning services we have to offer.

We offer you peace of mind and confidence in your financial future by providing personalized, relationship-based solutions that seamlessly integrate your life with your unique investment needs. Our purpose is to help turn your vision into reality.

We understand that everyone has unique financial situations, just like their lives. We go through a comprehensive meeting with each of our prospective clients to better understand each of them.

 

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

           

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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.