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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
 

First Meeting Preview

First Meeting Preview

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What can you expect from your first meeting?

 

Our first meeting is complementary. It’s all about a great conversation. Our priority is to get to know and understand what is important to you.

 

We want to ensure that you feel comfortable and safe to disclose all concerns that you may have in regards to your financial affairs. What often begins with one question,  leads to another.

 

Commonly, a big money question like “do I have enough to retire?" begins a conversation about what you will be able to gift to your beneficiaries in the future.

 

By the end of the first meeting, you should know whether you want to proceed with the next steps: these are to provide us with the details of your financial affairs so we can complete a financial plan for you.

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.