Penny Omell

MED, FCSI, CIMA Senior Wealth Manager CIBC Private Wealth, Wood Gundy

Penny Omell is a highly experienced professional with a diverse background in physical therapy, finance, and board governance. She has dedicated her career to excelling in various roles, including practicing as a physical therapist from 1980 to 1994 and serving as the owner and partner of the Omell Financial Group at CIBC Wood Gundy since 1994.

Penny's educational achievements include a Diploma in Physical Therapy from Trinity College Dublin in 1980, a Master of Education from Trinity College Dublin in 1988, certification as a Certified Investment Management Consultant (CIMA) from Wharton Business School in 2004, Portfolio Manager accreditation in 2016, and the ICD.D qualification in 2018.

With extensive experience in investment management, Penny possesses in-depth knowledge of institutional and retail finance. She is proficient in analyzing financial statements and holds the highest North American qualification in discretionary money management (CIMA).

Penny's impressive board experience is highlighted by her tenure as a director and board chair of the Edmonton Community Foundation from 2006 to 2012. Penny also served as director and chair of the Edmonton Community Foundation Investment Committee from 2007 to 2017. She actively participated in establishing the Social Enterprise fund and led the foundation's annual fee and custodian reviews.

In addition to these roles, Penny has served as a director and board chair of the Downtown Business Association from 2012 to 2017, contributing to the development of an updated strategic plan and successfully hiring a new CEO. As director and chair of the College of Physical Therapists of Alberta from 1987 to 1990, she played a pivotal role in implementing the strategic plan and assessing the college's scope. Penny has also volunteered for organizations such as Habitat for Humanity Women's Build in 2006 and served as director of the Pride Centre from 2016 to 2018.

With her extensive professional experience, diverse skill set, and proven track record in board governance, Penny is highly qualified to support AWE as a member of our Board of Directors.