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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
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Globe and Mail Article

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

Lisa Applegath

September 13, 2023

The Applegath Group is very proud to share the attached article, featured in today’s Globe and Mail.

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Robotic hand and human hand touching

Balancing the Artificial Intelligence Equation

Maddie Tanzola

July 27, 2023

The launch of Chat GPT has taken the world by storm as AI is on everyone’s minds these days. While companies have been leveraging AI for many years, the algorithms powering Chat GPT have created a buz...

Read more Read more about Balancing the Artificial Intelligence Equation
salad

My Well-Being: Budget-Friendly and Brain-Boosting Healthy Habits

Lisa Applegath

April 25, 2023

Spring has finally arrived, and while it’s a time of sunshine, blooming cherry blossoms, and the start of patio season, it’s also a time of new beginnings, growth, and renewal. It’s an excellent oppor...

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Magnifying glass on white car

Car Purchasing 2023 plus Auto Show Offer!

Lisa Applegath

January 31, 2023

We thought we would change it up a bit with this month’s blog – a few fun and interesting notes on car purchases for 2023, as well as your ticket offer to the Auto Show.

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For Sale Sign on Lawn

My Gift Now: Giving your Children a Step up, Literally

Lisa Applegath

March 28, 2022

One of the issues that some parents worry about is the difficulties that their children will have buying a house. With two adult sons ourselves, we know what this means.

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Car on Track

My Passion Project

Lisa Applegath

March 01, 2022

February is all about heart. Whether we are celebrating Valentine’s Day or Family Day or we are taking this time to look at our own personal health and well-being (February is also national heart mont...

Read more Read more about My Passion Project
Your 2022 Financial Resolution

A New Year, A New Plan: Your 2022 Financial Resolution

Lisa Applegath

January 17, 2022

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Team Picture in front of a tree

The Planet and “Our Well-Being”

Lisa Applegath

December 14, 2021

Back in 2019, around the Christmas dinner table, the discussion turned to what can we do in 2020 to make the world a better place. We all agreed that the environment at the time was top of mind and we...

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Fall Leaves

Our Gratitude Journal

Lisa Applegath

October 06, 2021

First and foremost, we are grateful for the well-being and health of our family and loved ones. Looking back to the last couple of years, the lockdown gave us the gift of time with our two adult boys ...

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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.

 
 
  • Rates
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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.