supplied
Brad Hummel, Portfolio Manager
Hummel Financial Group, CIBC Wood Gundy
1800 Manulife Place, 10180 – 101 Street, Edmonton, Alberta T5J 3S4
Team Assets (Custodied)
$523-million
Typical Size of Household Accounts
$800,000 -
$5-million
Minimum Account Size for New Business
$500,000
Typical Net-Worth of Relationships
$2-million -
$10-million
Brad Hummel is a portfolio manager with CIBC Wood Gundy, based in Edmonton.
With over 25 years of wealth management experience, Brad is a trusted and respected advisor to wealthy families and individuals across Canada. He is committed to providing exceptional client service and lifelong investment guidance to his valued clients. Brad aims to deliver the highest probability of investment success. He does so by applying diversification, managing risk, and systematically using academically-proven market factor exposures.
Brad’s team has a broad expertise in taxes, financial statement analysis, valuations and industry specializations. They work together to create a full-service, holistic wealth management experience for 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 was an early adopter of index investments, giving him the opportunity to speak at national investment conferences, and consult with some of the world’s largest investment firms on product development.
Brad has lived in Edmonton most of his life, and is an active member of the community. He has served as a financial consultant and volunteer for multiple Edmonton organizations, ranging from local charities, to sports organizations, and University Investment Councils.
Outside of work Brad enjoys spending time with his four children and wife of 25 years. In the winter he can be found on the ice helping coach ringette for Edmonton club teams. In the summer Brad actively enjoys travelling, golfing and lake activities with his family and friends.
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