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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Lee Appleton

  • Home
  • About us
    • Our team
    • Our approach
  • Services
    • Our solutions
    • Investment Consulting Service
    • Portfolio Partner
  • Community
  • Contact us

Our approach

Address 1708 Dolphin Avenue Suite 1007 Kelowna BC, V1Y 9S4
Telephone Number (250) 717-2608
Email Email us
Email Email
Telephone Number Tel

Our client focus

Business Owners & Professionals

It has been said that business owners and self-employed professionals in the medical and dental fields spend 50 hours per week working and less than 20 minutes a month managing their investment portfolios. We understand that focusing on your business is a priority. As your wealth grows it is important to have a trusted advisor to help you stay on track. At Appleton Investment Partners we can provide you the knowledge and guidance to meet your goals and simplify the investment management process.

High Net-Worth Families

At Appleton Investment Partners we pride ourselves at providing exceptional service and performance to higher net worth families. We are comfortable working with your tax and legal advisors to develop an investment strategy designed to protect and grow your assets in a tax efficient manner tailored to your individual objectives and needs.

Institutions - Foundations & Charities

Trustees and investment committee members have unique fiduciary responsibilities that require a high level of experience and education. Appleton Investment Partners has the experience and knowledge to assist you in managing your overall investment process. We work with charitable foundations to assist them in developing investment policy guidelines and investment solutions to meet their objectives and needs.

 

OUR PROCESS & APPROACH

Our process begins with a conversation to help us understand your unique financial situation, find out what you are concerned about and what you want your future to look like. The next step is to analyze your risk factors and present solutions that will meet your investment objectives.

Our investment approach to portfolio management and asset allocation is founded on institutional style investment management. In addition, we provide you full transparency in all aspects of our relationship.

We coordinate with your current tax and legal advisors that will minimize taxes payable for you and your family.

 

HOW DO WE DIFFER?

 

We invite you to the next step to get to know us better and to evaluate how we add value for you. A few areas that we stand out include:

Competitive Fees
Our Management fees are very competitive, fully transparent and can be tax deductible.

Portfolio Managers
We are industry registered Portfolio Managers who provide discretionary portfolio management.

Transparency
We provide full transparency in all aspects of our business.

Disciplined approach
Our investment approach to portfolio management and asset allocation is founded on institutional style investment management.

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

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.