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The Applegath Group (T.A.G.)

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Address CIBC Wood Gundy Toronto Bay Adelaide Branch 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7948
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Lisa Applegath

September 13, 2023

Lifestyle Commentary News
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Globe and Mail Article

How this woman entrepreneur found a trusted financial advisor - and a friend

The Applegath Group is very proud to share the attached article, featured in today's Globe and Mail. Not only does it highlight the strong relationships that our team has built with our clients but it also demonstrates our belief that a client's best life is one that is carefully and creatively designed.

 

We take pride in being recognized as excellent Wealth Managers. Please enjoy this article.

 

We embrace and value all the relationships that we have built over the years and we look forward to continuing to service our clients, their families and their friends, at the very highest level.

 

Read the full article here.

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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.