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

Lee Appleton

  • Home
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Contact us

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

Contact us

I'm happy to hear from you. 
If you have questions or feedback, or would like a second opinion about your investment portfolio, contact me.

 

Lee Appleton

Portfolio Manager, Investment Advisor

Email: lee.appleton@cibc.com
Telephone number: (250) 717-2608

Natalie J. Harris

Investment Advisor Assistant

Email: natalie.harris@cibc.ca
Telephone number: (250) 717-2618

Zachary Bingley

Administrative Assistant

Email: zachary.bingley@cibc.com
Telephone number: (250) 717-2618
 

Address

1708 Dolphin Avenue
Suite 1007
Kelowna, BC V1Y 9S4
Telephone number: (250) 717-2608
Toll-free: 1 (888) 663-0330
Fax: (250) 762-2629
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.