Presenter

Penny Omell

Vice-President, Investment Advisor, Portfolio Manager, CIBC Wood Gundy - The Omell Financial Group

PENNY OMELL joined CIBC Woody Gundy in May 1994 and is a Vice-President/Investment Advisor with The Omell Financial Group. Before that time, Penny taught Physical Therapy at the University of Alberta while serving as President of the Alberta College. From 1990 to 1994, she owned a private physical therapy practice and gained deep insight into the complexities of clients’ lives and unique situations. Penny brings her past experience as a private business owner to oversee the various team functions. She now applies this experience to building customized investment portfolios that align with clients’ goals, needs and risk tolerances. Penny also uses a comprehensive Investment Map to integrate client investments with their goals, to instill confidence in their investment choices, and to help them simplify life.Penny is dedicated to participating in her Community. She has recently completed a term as Chair of the Edmonton Community Foundation and Chair of its investment committee. She is past chair of the Board of Directors of the Edmonton Downtown Business Association and is currently on an advisory committee for Concordia University. 

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