It is hard to believe that on January 26, 2024, The Applegath Group will mark our 20-year milestone at CIBC Wood Gundy.

Everyone knows the saying, "time flies when you're having fun," and we couldn’t agree more. When we look back on all these years and realize how many of you have been with us from the start and, now many of your children, and in some cases, grandchildren, we are honored to be a part of your journey. 

When we made the transition 20 years ago, we had identified several key factors that we knew would be better for T.A.G. and, ultimately better for you, our clients. 

Technology was a critical factor that we knew we needed to upgrade. It was imperative to have the latest Portfolio Management tools to help us manage our portfolios, including the third party software C.P.M.S. that we use every day to run your portfolios. Another key factor was the ability for T.A.G. to manage portfolios on a discretionary basis to help our clients' results become more predictable and allow us to build resilient portfolios that we could effectively rebalance. And finally, CIBC Wood Gundy supported our view of investing in our team. This has allowed us to grow from four people to the current seven allowing us to offer you the best customer service possible and, effectively to be one of the best performing teams in the industry.

 

Recently, we spent much of 2020 reimagining our team and our business which culminated in the development of our Life Wheel™. This dynamic tool is a representation of all the work we have done for you, over the years and, continue to do with you and your families as your lives transition. Our practice is unique - it is not simply a Wealth Management practice, but one that is centered around you, your family, your communities and your needs. As we like to say, "The Applegath Group helps design life solutions through Wealth Management."

 

We look forward to the next 20 years, to being a part of your journeys and to continuing to design your life solutions. 

Lisa, Tom, Matt, Susy, Jennifer, Mara and Maddie 

 

Congratulations on your 20th Anniversary with CIBC Wood Gundy. Your dedication and care to your clients and team is one that is emulated by many of your colleagues in the branch. 
Best wishes for continued success and health. 
Bryan Baker, Sr. Portfolio Manager, Branch Manager, Sr. Wealth Advisor