Lee Appleton, CFA
Portfolio Manager
Investment Advisor
Lee Appleton with over 12 years of experience in institutional investment management focusing on research and mutual funds. He joined CIBC Wood Gundy to offer discretionary portfolio services as a registered Portfolio Manager, allowing his clients to delegate daily market decisions to him.
Lee is known for his strong analytical acumen and exceptional interpersonal skills to help clients achieve their long-term goals. Lee holds the Chartered Financial Analyst® designation and has appeared as a guest on Business News Network (BNN) and CBC, contributing to the Globe and Mail and Dow Jones news services.
Outside work, Lee enjoys road biking and camping with his family of three children in the summer, and downhill or cross-country skiing in the winter. He has also served as a director of the Kelowna General Hospital Foundation and as president of the CFA Society Okanagan.
Lee Appleton, CFA
Lee Appleton with over 12 years of experience in institutional investment management focusing on research and mutual funds. He joined CIBC Wood Gundy to offer discretionary portfolio services as a registered Portfolio Manager, allowing his clients to delegate daily market decisions to him.
Lee is known for his strong analytical acumen and exceptional interpersonal skills to help clients achieve their long-term goals. Lee holds the Chartered Financial Analyst® designation and has appeared as a guest on Business News Network (BNN) and CBC, contributing to the Globe and Mail and Dow Jones news services.
Outside work, Lee enjoys road biking and camping with his family of three children in the summer, and downhill or cross-country skiing in the winter. He has also served as a director of the Kelowna General Hospital Foundation and as president of the CFA Society Okanagan.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.