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 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
  • Home
  • Family Office Services
  • Who We Are
    • Our Philosophy
    • Our Difference
    • Our Team
    • Our Beginnings
    • Testimonials
  • Our Clients
  • Expand Hope®
    • Social Mission
    • Wealth for Good™
    • Global Impact Trips
  • Media & Resources
    • Media
    • Resources
    • Client Care Award
  • Contact Us

Ashna Bali

Ashna Bali

Ashna Bali

Ashna Bali

B.B.A.

Client Associate

As a Client Associate and member of the Wealth Strategy Group, Ashna has over 14 years of experience in wealth management, retail banking, management, residential and commercial lending.

VCardConnect with Ashna

Industry Experience

Ashna’s role at The Schmidt Investment Group involves implementing and monitoring client wealth management solutions in accordance with clients’ financial plans and investment policies. Ashna’s responsibilities include participating in clients’ regular portfolio reviews, managing  workflow from client meetings as well as collaborating with client’s other professional advisors.

Designations & Degrees

Ashna holds a Bachelor of Applied Business Degree in Finance from NAIT and is currently working towards completing the Canadian and International Trust and Estate Practitioner designation (TEP), as well as the Certified Financial Planner (CFP) designation.

Outside the Office

In her personal time, Ashna enjoys building Lego sets, supporting local businesses and spending time with her husband, family and friends. Ashna also has a passion for connecting individuals and is the founder of Chai Connections which is a networking platform within the South Asian community focused on bringing together young South Asian professionals in Northern Alberta.

Connect with Ashna

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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.